Estate Tax Law Change

Estate Tax Law Change

IS YOUR ESTATE PLANNING ADEQUATE NOW THAT THE LAW HAS CHANGED? EVERYONE SHOULD RE-EVALUATE THEIR SITUATION! Congress has changed the estate tax laws pursuant to the Taxpayer Relief Act of 2012, providing newer and simpler options for many estates. The law may affect...
Business and Succession Planning

Business and Succession Planning

Business and Succession Planning Something that I have learned over the years in working with small business owners and with clients’ estate planning is that very often these areas overlap. One of the most common deficiencies is not having a current buy-sell agreement...