Considerations for Passing Down the Family Business
September 14, 2023
As a business owner, there comes a time when it is necessary to pass the reins to the next generation. […]
What is a Spousal Lifetime Access Trust (SLAT)?
July 25, 2023
Many people are looking for ways to utilize the current estate tax exemption amount (currently set at $12.91 million per […]
Estate Planning for Closely-Held Business Owners
August 7, 2022
If you’re the owner of a closely-held business, chances are you’re so busy with the daily activities involved with running […]