02 Nov Let Your Spouse Decide Later
Most estate plans are built on assumptions. How large the estate will be. What the tax law will look like. Whether the surviving spouse will need the money or can...
Most estate plans are built on assumptions. How large the estate will be. What the tax law will look like. Whether the surviving spouse will need the money or can...
Many owners of multiple entities that I meet have the same setup. One LLC holds the real estate. Another runs the operations. Sometimes a third owns equipment or intellectual property....
Every person gets a GST exemption. As of 2026, it's $15 million. That number is the total amount you can shield from the generation-skipping transfer tax across every trust you...
An intentionally defective grantor trust, or IDGT, is an irrevocable trust designed to do two things at once: remove assets from your taxable estate while keeping you responsible for the...
Everyone who's done serious estate planning knows the headline number: $15 million. That's the federal estate tax exemption per person, $30 million for a married couple, But there’s another federal...
Choosing the wrong buy-sell structure can create an unexpected tax bill years after a partner's death. Learn the difference between cross-purchase and redemption agreements, how each affects cost basis and...
Most parents spend years building trusts, structuring estate plans, and protecting family wealth for future generations. Yet one of the biggest threats to that legacy may come from a place...
What happens when your business partner wants out, but you cannot afford to buy them out? For many business owners, this is one of the most financially and emotionally disruptive...
Most people spend their lives trying to reduce taxes. But some of the wealthiest families in the country intentionally choose to pay more income tax every year, because doing so...
Family businesses often face a quiet but deeply damaging conflict: when some family members work in the business and others do not. While ownership may be equal on paper, the...