Look it up: A glossary of key estate planning terms
Estate planning has a language all its own. While you may be familiar with common terms such as a will, a trust or an executor,
Maintain your competitive edge and stay up-to-date on current industry topics with Templeton & Company’s thought provoking blog articles.
Estate planning has a language all its own. While you may be familiar with common terms such as a will, a trust or an executor,
A living will could provide peace of mind for both you and your family should the unthinkable occur. Yet many people neglect to draft this
Your business should generally maximize current year depreciation write-offs for newly acquired assets. Two federal tax breaks can be a big help in achieving this
Does your estate plan call for making gifts to your grandchildren or other loved ones more than one generation below you? Or, perhaps to you
When the Inflation Reduction Act (IRA) became law in late 2022, you might have assumed that the tax breaks it contained wouldn’t affect your tax-exempt
Estate planning isn’t just about sharing wealth with the younger generation. For many people, it’s equally important to share one’s values and to encourage their
Unemployment has been holding steady recently at 3.7%. But there are still some people losing their jobs — particularly in certain industries including technology and
With the high cost of college, many parents begin saving with 529 plans when their children are babies. Contributions to these plans aren’t tax deductible,
If you want to withdraw cash from your closely held corporation at a low tax cost, the easiest way is to distribute cash as a
WEST PALM BEACH
Esperante Building
222 Lakeview Avenue
Suite 1200
West Palm Beach, FL 33401
(561) 798-9988
Fax: (561) 798-4053
FORT LAUDERDALE
The Main
201 East Las Olas Boulevard
Suite 1650
Fort Lauderdale, FL 33301
(954) 333-0001
Fax: (954) 765-0719
