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…

Post-Election Legal Update: Tax Reform Snapshot As the dust appears to be finally settling on the 2016 Presidential Election, the legal world is steadying itself for the likely changes headed…

In “Gift Tax Exclusion 101, Part I”, we covered the basics of the Annual Gift Tax Exclusion’s general rule and the exceptions.  In Part II, we’ll discuss the implications of…

The death of legendary musician Prince on April 21, 2016 at the age of 57 rocked the world of 80’s music fans.  His music will endure, but what about his…

Why a Retirement Trust Account gives you the best of both worlds. In the estate planning worlds of asset protection for beneficiaries on the one hand, and income tax advantages…

“Success is the sum of details.” -Harvey S. Firestone The Hunt for Red October, Patriot Games, Clear and Present Danger, and The Sum of All Fears…ring any bells?  Bestselling author,…

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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