Employee stock ownership plan -
A versatile business exit and estate planning tool -
If you own a closely held business, a significant portion of your wealth may be tied up in it. So, to prepare for retirement and...more
How planning can minimize the impact of income taxes -
Until recently, estate planning strategies generally focused on removing as much wealth as possible from one’s estate to avoid the bite of federal estate tax....more
South Carolina recently joined the growing number of states to enact legislation that provides a state workaround to the $10,000 State and Local Tax (SALT) federal income tax deduction cap imposed on individual taxpayers by...more
Don’t overlook foreign assets when planning your estate -
You’d be surprised how often people fail to disclose foreign assets to their estate planning advisors. They assume that these assets aren’t relevant to their “U.S.”...more
6/2/2020
/ Asset Management ,
Beneficiary Designations ,
Charitable Deductions ,
Charitable Donations ,
Estate Planning ,
Estate Tax ,
Federal Taxes ,
Generation-Skipping Transfer ,
Gift Tax ,
Income Taxes ,
Tax Exemptions ,
Tax Planning ,
Trusts
Creating an education legacy -
For many people, an important goal of estate planning is to leave a legacy for their children, grandchildren and future generations. And what better way to do that than to help provide for...more