Estate Planning and Business Succession Planning are two separate yet intertwined processes that dramatically impact each other. The care you take in analyzing and implementing each can have a significant effect on your financial life. In the Read More...
Estate Tax and Succession Planning After the Cliff
After much political bargaining, federal legislation has been enacted to address, among other things, the expiration of numerous tax provisions passed under the Bush and Obama administrations. Far from the “grand bargain” originally contemplated, the Read More...