How the 2025 Tax Law Impacts Your Estate Plan
Since the law is so wide-ranging, it can disrupt even the most well-prepared plans.
September 10, 2025
Issues Family Business Owners Should Plan for in 2025
As 2025 approaches, family business owners face new financial, legal and operational challenges that require proactive planning to ensure long-term success and smooth transitions.
April 29, 2025
Protecting Your Business with Life Insurance
Business owners need a plan to protect their company’s financial future in the event of unexpected loss, and life insurance is a critical tool for ensuring stability.
April 3, 2025
Estate Planning Can Bridge the Gap Between Generational Wealth
Generational wealth is only meaningful if it is preserved and transferred effectively. Estate planning ensures financial stability for future generations.
March 19, 2025
Key Estate Planning Strategies for Executives
Executives manage complex financial landscapes while striving for professional success, creating unique estate planning goals and challenges. This article explores estate planning for executives, key considerations and an executive’s unique goals.
May 23, 2024
Explore the Intricacies of Business Trusts
Similar in function to an individual or family trust that owns assets and property, a business trust holds business ownership rights and assets.
April 23, 2024
Estate Planning should be a Major Consideration for Small Business Owners
Your business, likely your most valuable asset, deserves careful consideration within your estate plan to ensure a smooth transition of ownership and management in the event of incapacity or death.
April 16, 2024
Business Owners needs Succession Planning
There are two sides to a succession plan. One is for the operation of the company, and the other is for the ownership of the deceased owner’s share.
March 14, 2024
LLCs can be a useful Tool in your Estate Planning
An LLC is a particularly flexible form of business entity that is governed by statute and most often is organized in the estate planning context as a ‘manager managed’ LLC.
June 28, 2023
Ideas to improve Business Succession Planning
A frequent complaint by next-generation members is that the senior generation never fully lets go of business tasks.
February 9, 2023