An employee stock ownership plan can be a versatile business exit and estate planning tool
As a closely held business owner, a substantial amount of your wealth likely is tied to the business. Of course, you want to retain as
Maintain your competitive edge and stay up-to-date on current industry topics with Templeton & Company’s thought provoking blog articles.
As a closely held business owner, a substantial amount of your wealth likely is tied to the business. Of course, you want to retain as
The Tax Cuts and Jobs Act (TCJA) effectively doubled the unified federal gift and estate tax exemption — and annual inflation adjustments have boosted it
One question the family of a deceased person often asks is: What happens to debt after a person dies? It’s important to realize that a
Members of the sandwich generation — those who find themselves simultaneously caring for aging parents while supporting their own children — face unique financial and
When it comes to estate planning, one important decision many people struggle with is whether to share the details of their plans with family members.
With the federal gift and estate tax exemption amount set at $13.99 million for 2025, most people won’t be liable for these taxes. However, capital gains
If your estate planning goals include distributing your wealth while also encouraging specific behaviors or achievements among your heirs, using an incentive trust might be
When estate planning, it’s common for parents to leave their primary residence or a vacation home to their children. While your parents’ wills or trusts
If you’ve given a significant financial gift to a family member, you may wonder whether you’re required to file a gift tax return. Even if
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