Provide for multiple generations using a dynasty trust
When creating estate plans, people generally take their children and grandchildren into consideration and plan accordingly. For those who would like to plan beyond the
Maintain your competitive edge and stay up-to-date on current industry topics with Templeton & Company’s thought provoking blog articles.
When creating estate plans, people generally take their children and grandchildren into consideration and plan accordingly. For those who would like to plan beyond the
Most not-for-profit leaders are familiar with the concept of excess benefit transactions and the need to avoid them. But a refresher course may be in
Divorce entails difficult personal issues, and taxes are probably the farthest thing from your mind. However, several tax concerns may need to be addressed to
Are you buying a business that will have one or more co-owners? Or do you already own one fitting that description? If so, consider installing
If your organization is having a tough time finding the right person to fill a key role, it might be time to set aside the
On the one hand, you want your estate plan to achieve certain “technical” objectives. These may include minimizing gift and estate taxes, and protecting your
At one time, not-for-profit HR departments might have been responsible primarily for recruiting and hiring and occasionally for intervening in disciplinary or conflict resolution matters.
Creating a comprehensive and actionable succession plan is rarely easy for business owners. It’s certainly a challenge for most contractors, who may find it difficult
The current estate tax exemption amount ($13.61 million in 2024) has led many people to feel they no longer need to be concerned about federal
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