Don’t Overlook the GST Tax When Transferring Wealth to Younger Generations
If your estate plan includes gifts, bequests or other transfers [...]
What Higher 2026 AMT Risk May Mean for Your Year-End Tax Planning
Tax law changes taking effect this year will increase alternative [...]
Non-U.S. Citizens Face Unique Estate Planning Challenges
Estate plans are often designed around rules that assume spouses [...]
Prepare a Successor to Lead Your Family Business
Are you planning to retire or move on from your [...]
Restricted Stock Deserves Attention Before Year End
Executives and key employees often receive stock-based compensation in addition [...]
When Your Will Needs an Update, Follow the Formalities
Laws governing the execution of a valid will vary by [...]
Maintaining Customer Relationships After an Acquisition
When a business is acquired, its customers don’t necessarily transfer [...]
Remote Work Can Complicate Your State Taxes
Working remotely may broaden your job options and make daily [...]
Inter vivos and testamentary trusts can help you achieve different estate planning goals
Trusts can serve many purposes in an estate plan, from [...]
Which products really drive your business’s profits?
Robust sales don’t always translate into strong profits. A popular [...]