Tag: Estate Planning

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

Buying a house in today's overheated real estate market can be challenging — especially as mortgage rates are on the rise. But financially secure parents who are considering downsizing or relocating to greener pastures may 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

Most people aren't currently exposed to the federal estate tax, thanks to the generous unified federal estate and gift tax exemptions. However, there are still good reasons to review your estate plan and possibly update Read More

Nearly everyone should consider updating his or her estate plan. This is smart advice even if you're not currently exposed to the federal estate tax. Year-end can be a convenient time to reflect on major Read More