Estates and Trusts
A Guide to Planning
05.05.23 Estate and InsuranceMaximizing the Value of Your Business Ahead of a Sale
As a business owner, selling your company will undoubtedly be one of the most important and pivotal points in your…
03.22.23 Estate and InsuranceIssues that Derail the Sale of a Business and How to Avoid Them
You’re selling your business, the culmination of your hard work, talent and vision. Closing the transaction will enable you to…
03.22.23 Estate and InsuranceHow to Decide Whether to Keep or Sell Your Business
A guide to help a business owner decide whether or not to sell the business.
03.22.23 Estate and InsurancePreparing for End-of-Life Care
The best time to begin planning is often well before you think to do it.
03.22.23 Estate and InsuranceInsurance Needs when Married with Children
Considering coverage for your household.
01.03.23 Estate and InsuranceYear-End Charitable Giving Opportunities
10.12.22 Estate and InsuranceWhat Happens When There Are No Beneficiaries
Where do those accounts and policies end up? Some accounts have no designated beneficiary. Rarely, the same thing occurs with…
09.06.22 Estate and InsuranceEstate Planning 2022 Federal Tax Update
The new year offers a good time to review your existing estate plan against the tax policy landscape and your long-term wealth transfer goals.
03.03.22 Estate and InsuranceQualified Charitable Distributions
A choice for I.R.A. owners who want to reduce taxes linked to I.R.A. distributions.
07.15.21 Estate and InsuranceTax & Estate Strategies for Married LGBTQ+ Couples
The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are…
06.15.21 Estate and InsuranceUnderstanding Extended Care
The important question: are you prepared?
05.19.21