Musings From The CEO (Summer 2013)
Late last year many of our clients were scurrying around to do some last minute
Musings from the CEO (Spring 2013)
Estate Planning has evolved significantly over the last several years. In recent months, we have
2012 Year End Newsletter
Dear Tax Clients: With the year coming to an end, as always, there becomes a
Asset Protection: You Get What You Pay For
As estate planning, tax and business lawyers, we are always concerned with asset protection. Whether
Musings from the CEO
In my last column, I discussed the current fate of estate and gift tax law.
June Letter from Mike
On January 1, 2013 (just 6 months from now), the estate tax and the gift
Modifying Estate Planning Documents
MODIFYING ESTATE PLANNING DOCUMENTS Once a client has their estate planning documents in place, especially
Valuation Discounts
VALUATION DISCOUNTS We represent many closely held entities. These businesses are operating as S corporations,
Estate Planning for Smaller Estates
ESTATE PLANNING FOR SMALLER ESTATES With the estate tax exclusion for 2012 of $5,120,000,
Beneficiary Flexible Trusts
BENEFICIARY FLEXIBLE TRUSTS A Beneficiary Flexible Trusts (also often called an Inheritor’s Trust or Beneficiary
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