Newsletters

Estate Planning: Overview Our clients expect their estate planning will cause their property to go to whom they want, the way they want, when they want and that it will minimize the impact of taxes, professional fees and court costs. They also expect their estate planning will help them keep control of their property while they are alive and well...

Estate Planning: Overview Our clients expect their estate planning will cause their property to go to whom they want, the way they want, when they want and that it will minimize the impact of taxes, professional fees and court costs. They also expect their estate planning will help them keep control of their property while they are alive and well...

How to Talk to Prospective Clients about Estate Planning Helping clients build, manage and protect their wealth is the goal of each member of the advisory team-financial/investment advisors, CPAs, attorneys and insurance agents. Estate planning is part of this larger process and, as a result, should be on each advisor's checklist for every client. In this issue of The Planner,...

Income Tax Issues When Planning for the Sale of a Closely Held Business When a closely held business is a significant part of a client's estate, as is often the case, business succession planning becomes an important part of the client's estate planning. Estate planning issues include how to turn the business into cash for the owner's retirement, who will...

Using Advanced Irrevocable Trusts for Income and Estate Tax Savings: Making 2012 Count "The next nine months are an exceptional window of opportunity for your clients to make family wealth transfers. The federal gift and estate tax exemption is $5,120,000, and both income tax rates and interest rates are at the lowest point in a generation. With federal deficit spending...

Estate Planning for Business Owners "Small businesses," that is, those that have less than 500 employees, comprise 99.9 percent of all businesses in the United States. The owners of these businesses will, someday, exit their businesses due to retirement, incapacity or death. But most are so busy working that they don't slow down and think about business succession and estate...