Buy-Sell Agreements

...be some certainty about the source and extent of liquid funding. When there is a reliable source of funding, payment in full at the closing may be possible. If funding...

Asset Protection

...life. The collective thinking of the planning community has evolved tremendously over the past 10 years. The time has come for asset protection planning and estate planning to be joined...

Where Not To Die

Forbes.com has an article on where not to die. Sixteen states and the District of Columbia (shaded in red) impose their own estate taxes. The dollar amount exempted from tax...

Estate Tax Revisit

...values provide estate-planning and gifting opportunities. In addition, low interest rates provide for certain gift-leveraging techniques, which rely on the IRS’s monthly published Applicable Federal Rates (AFRs). A combination of...