The current estate tax exclusion rules are due to expire in a couple of years. Revisiting one’s estate plan is a must.
Estate Tax Back on the Radar Again
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Month: September 2023
The Earlier the Talk, the Smoother the Transition of Wealth
The transition of wealth from one generation to the next should be based on mutual understanding of values and intentions.
Couples, Finances, and Estate Planning
Co-managing finances, while respecting the needs of each spouse, an be a challenge even for “traditional” couples.Legal advisors must take a sympathetic and compassionate approach as couples deal with legal considerations.
5 things you should know about a special needs trust
If you’re considering executing an estate plan in Indiana, or have an existing plan that needs updating, you’ll be glad to know that the process is customizable to your needs. This means that you don’t have to include or omit specific documents in your plan. You’re...
In Selling a Business, Preparation is the Secret to Success
While we help business owners prepare for success, we must also help them be prepared for adverse circumstances j- and to think ahead to how they want to transfer their business to others someday in the future.
