Tag: Estate Plan

If you're a business owner, you may already be familiar with buy-sell agreements. These legal documents set rules for the disposition of owners' business interests should they die, become disabled, get divorced or withdraw from Read More

You've worked a lifetime to build your wealth and understandably want to pass much of it on to your loved ones. Estate plans are designed to help you do that in the most tax-efficient way Read More

A lot can change over a lifetime — including with your wealth, family composition, and priorities. That's why you need to revise your estate plan as you progress through life. Milestones such as becoming a Read More

Estate planning isn't just for the rich and famous. Many people mistakenly think that they don't need an estate plan anymore because of the latest tax law changes. While it's true that the Tax Cuts Read More