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’ bus...
Should You Transfer Your Home to Your Adult Child?
Jul 07, 2022Buying a house in today’s overheated real estate market can be challenging — especially as mortgage rates are on the rise. But financially secure parent...
Protect Your Assets As You Protect Your Loved Ones
May 13, 2021You’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 t...
Year-End Estate Planning Tips for 2020
Dec 03, 2020Most people aren’t currently exposed to the federal estate tax, thanks to the generous unified federal estate and gift tax exemptions. However, there are ...
Estate Planning Isn’t Just for the Rich and Famous
Jan 07, 2020Nearly 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...