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Reviewing Your Plan

Reviewing Your Plan

articles, Estate Planning

Reviewing Your Plan Estate planning is an ongoing process. You must not only develop and implement a plan that reflects your current financial and family situation, you must also constantly review your current plan to ensure it fits any changes in your circumstances....

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Generation Skipping Tax

Generation Skipping Tax

articles, Estate Planning

Generation Skipping Tax You may be one of the lucky ones who is not only financially well-off yourself, but whose children are also financially set for life. The down side of this is that they also face the prospect of high taxes on their estates. You may also want to...

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Special Situation Strategies

Special Situation Strategies

articles, Estate Planning

Special Situation Strategies Standard estate planning strategies don’t fit every situation. Single people, unmarried couples, noncitizen spouses, individuals planning a second marriage and grandparents are among those who might benefit from less common...

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Gifting Stock

Gifting Stock

articles, Estate Planning

Gifting Stock The key to reducing estate taxes is to limit the amount of appreciation in your estate. We talked earlier about giving away assets today so that the future appreciation on those assets will be outside of your taxable estate. There may be no better gift...

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Strategies for Family-Owned Businesses

Strategies for Family-Owned Businesses

articles, Estate Planning

Strategies for Family-Owned Businesses Few people have more estate planning issues to deal with than the family-business owner. The business may be the most valuable asset in the owner’s estate. Yet, two out of three family-owned businesses don’t survive...