From: Andrew H. Friedman For many years, trusts have been the province of the wealthy, mysterious vehicles used to escape taxes and preserve assets for future generations. And for couples…
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Part 3 of a 4 part series Provided by Ryan F. Barradas and Tim Young In our previous articles in this series we discussed the entrepreneur’s need for a decision-making…
Part 1 of a 4 part series Provided by Ryan Barradas and Tim Young What is succession and exit planning? It’s a process that helps to facilitate one of two events…
Happy New Year. We begin this year as we ended the last – approaching another cliff. To start the year off right, Andy Friedman appeared yesterday on CNBC to discuss the ramifications…
When a family addresses their affairs, whether it’s a small change or a big decision, they’re in search of a quality result. Established families have inherent complexity in their affairs….
I read this Barron’s article today and thought we should discuss it. Too much money rarely ruins kids, it’s too little character as we stated in our May 3rd, 2011…
It’s best to arrange for asset protection as early as possible, preferably before the asset has been created. We analyze estate planning strategies that afford you and your family maximum…
Everything you ever thought about life insurance agents and their compensation is probably true. The industry is full of agents who take maximum compensation on policies they sell. Very few…
Minority Leader McConnell (R-KY) and Sen. Grassley (R-IA) Introduce Bill Including $5 Million Estate Tax Exemption With 35% Marginal Rate, Reunification of the Estate and Gift Taxes, Portability, and Opt…
Members of Congress are back in legislative session this week after their lengthy summer recess. A plan to reinstate the estate tax has yet to take shape, but the upcoming…
