Estate Planning

It is said that the only things certain in life are death and taxes. Unless, of course, you are talking about the sweeping tax reform legislation set to become law…

Having a substantial nest egg to pass on to heirs holds both promise and pitfalls. The promise is the financial security that a substantial inheritance can offer loved ones. The…

On August 4, 2016, the Treasury Department released Proposed Regulations that seek to eliminate valuation discounts for interests in family-controlled entities. The impact of these new rules is significant and…

Let’s be frank—estate planning and discussing the prospect of dying aren’t any fun. After all, who wants to invest time and money preparing for a scenario in which they are…