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2020 Financial Markets Update

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 […]