Having a fantastic estate plan does not mean much if you do not take steps to implement and maintain it. Just like your car, your estate plan requires maintenance. We have a few tips to help you keep your estate plan up to...more
When minor children are addressed in an estate plan, special considerations are involved to ensure their well-being and financial security. Parents ought to make decisions about who they would prefer to serve as the guardian...more
When you’re a physician, your life is defined by long hours, major responsibilities, and a focus on the health and well-being of your patients. Though dedication to your practice is commendable, planning for the future is...more
12/23/2024
/ Estate Planning ,
Health Care Providers ,
Liability ,
Life Insurance ,
Medical Directives ,
Physicians ,
Power of Attorney ,
Succession Planning ,
Tax Planning ,
Trusts ,
Wealth Management ,
Wills
As we near the end of 2024, this is the perfect time to reexamine your tax and estate planning action items. There are plenty to address, and it’s wise to do so sooner rather than later. In reviewing year-end estate planning...more
As we enter the homestretch of 2023, it’s the perfect time to reexamine plans and action items. There are plenty of items to address, and it’s best to do so sooner rather than later. When you review year-end estate planning...more
With the end of the year just around the corner, it’s a good time to reassess plans and action-items. When reviewing your year-end estate planning or business transition concerns, there are several things to contemplate and...more
As we enter the final quarter of 2021, there are many things still to do and plan for before the end of the year. There are also some timing considerations given proposed legislative changes and the lead time needed to...more
9/27/2021
/ CARES Act ,
Charitable Donations ,
Estate Planning ,
Gift Tax ,
Income Taxes ,
Paycheck Protection Program (PPP) ,
Tax Planning ,
Taxation ,
Transition Tax ,
Valuation ,
Year-End Tax Planning
Believe it or not, we are now in the final stretch of 2020. There are many things still to do and plan for before the end of the year. When reviewing your year-end estate planning or business transition concerns, there are...more
Believe it or not, we are now in the final stretch of 2020. There are many things still to do and plan for before the end of the year. When reviewing your year-end estate planning or business transition concerns, there are...more
COVID-19 has raised questions for many regarding whether their estate plans are current. If you already have an estate plan, here are some immediate steps you can take to make sure everything is in order...more