On July 8, 2022, the Internal Revenue Service issued new guidance that allows a deceased person’s estate to elect “portability” of their unused gift and estate tax exemption for up…

While the current estate tax exemption is quite high, a closely held family business may put your estate over the limit. Careful planning is necessary to lower or completely avoid…

You can’t create wealth until you preserve it first. Each dollar lost unnecessarily isn’t just a single dollar lost, but a compounded dollar lost. A dollar not lost allows wealth…

Trusts are some of the most valuable tools for estate and wealth planning, but some unscrupulous individuals and companies can seriously harm your family’s financial and legal situation, by offering…

The Wealth Advisor The Most Important Parts of Estate Planning Can’t Get Legislated Away There is always a media swarm around the death of a celebrity, especially when they’re young,…

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