Business owner? A buy-sell agreement should be part of your estate plan
If you hold an interest in a business that’s closely held or family owned, a buy-sell agreement should be a component of your estate plan.
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If you hold an interest in a business that’s closely held or family owned, a buy-sell agreement should be a component of your estate plan.
Few estate planning subjects are as misunderstood as probate. Its biggest downside, and the one that grabs the most attention, is the fact that probate
For many people, two common estate planning goals are contributing to a favorite charity and leaving significant assets to your family under favorable tax terms.
A key decision you must make when drafting your estate plan is who to appoint as the executor. In a nutshell, an executor (called a
Tax planning is only a small component of estate planning — and usually not even the most important one for most people. The primary goal
With Labor Day in the rearview mirror, it’s time to take proactive steps that may help lower your small business’s taxes for this year and
Do you own your principal residence? If so, you’re likely aware that you can benefit from the home’s build-up in equity, realize current tax breaks
Life insurance can be a powerful estate planning tool. Indeed, it creates an instant source of wealth and liquidity to meet your family’s financial needs
A tax law change in 2019 essentially ended “stretch IRAs” by requiring most beneficiaries of inherited IRAs (other than a spouse) to withdraw all of
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