05 Oct Your GST Exemption Won’t Allocate Itself
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...
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...
What if you could transfer millions of dollars to your children or grandchildren while making a gift that, on paper, is worth almost nothing? That’s exactly what a Grantor Retained...
There’s a conversation that most family businesses need to have but almost none of them do. It’s not about strategy or marketing or even money. It’s simpler than that. And...