Strategies for business and personal financial success

If you hold significant real estate investments, tenancy-in-common (TIC) ownership can be a powerful, versatile estate planning tool. Read More

If you’re considering lifetime gifts, be aware that which assets you give can produce substantially different tax consequences. Read More

It’s as if the successor beneficiary, not you, had been named as the beneficiary in the first place. Read More

For many people, a family-owned business is their primary source of wealth, so it’s critical to plan carefully for the transition of ownership from one generation to the next. Read More

When married couples neglect to prepare an estate plan, state intestacy laws step in to help provide financial security for the surviving spouse. Read More

Unless your estate is small and your plan is exceedingly simple, the pitfalls of do-it-yourself (DIY) estate planning can be many. Read More

If you die without addressing these assets in your estate plan, your loved ones or other representatives may not be able to access them without going to court — or, worse yet, may not even know they exist. Read More

When it comes to tax law changes and estate planning, the substantial increases to the gift and estate tax exemptions under the Tax Cuts and Jobs Act are getting the most attention these days. Read More

If your marriage is strong, a spousal lifetime access trust (SLAT) can be a viable strategy to obtain the benefits of an irrevocable trust while creating a financial backup plan. Read More

Under the Tax Cuts and Jobs Act. Read More