Tools to Minimize or Avoid Estate Taxes
An unprecedented rush to relinquish wealth is underway, and it isn’t just for billionaires.
September 20, 2023
The Estate of The Union Season 2|Episode 9 is out now!
The Estate of The Union Season 2|Episode 9 is out now! All good musicians eventually have a Greatest Hits album. We’ve got one too! We
August 29, 2023
Estate Tax Exemptions available for Married Couples
A primary goal of most married couples when contemplating basic estate planning documents is to ensure that the surviving spouse, and commonly, the couple’s children and grandchildren, are supported financially.
August 1, 2023
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
‘When’ play Major role in Retirement
People approaching retirement ponder numerous questions. However, I’ve found that many of the most important questions revolve around the word ‘when.’
April 19, 2023
Consider Portability as a Solution for your Surviving Spouse
A common financial mistake married farm couples make occurs when the first spouse dies, and the surviving spouse fails to ‘elect portability.’
March 1, 2023
Tips to Reduce Size of your Taxable Estate
Today’s high estate and gift tax exemptions could be slashed in a few years. Maximize those and other benefits now.
January 23, 2023
The Estate of The Union Season 2|Episode 5 is out now!
The Estate of The Union Season 2|Episode 5 is out now! Happy New Year! To kick off the first episode of 2023, host Brad Wiewel,
January 12, 2023
Unified Tax Credit is Central to Estate Planning
Gift taxes and estate taxes are only applied if your bequeathed assets exceed a certain dollar amount. Here’s a look at what the unified tax credit is, how it relates to gift or estate taxes and who this credit impacts.
December 13, 2022
The Estate of The Union Season 2|Episode 4 is out now!
The Estate of The Union Season 2|Episode 4 – How To Give Yourself a Charitable Gift is out now! This is the time of the year
November 29, 2022