16
Dec
CEO Musings: Lifetime Gifting Part 2: How do I Gift to Maximize Tax Savings, Preserve, Control and Protect Assets
by Mike Hoffman, Esq., CPA In estate planning there is an old adage, “if
16
Dec
Good Will Doesn’t Stop at Death: How Charitable Remainder Trusts Can Further Your Philanthropic Goals
by J. Hunter Moreland, J.D., Associate Are you looking to climb into the upper echelons
09
Nov
CEO MUSINGS: Lifetime Gifting
by Mike Hoffman, Esq., CPA You hear about it all the time. You should consider
20
May
THE CHALLENGES OF A “CHALLENGING” WILL
by Juli Findling, Senior Paralegal Wealthmanagement.com Senior Editor, David Lenok, hosts a very interesting and
TRUTH IS STRANGER THAN FICTION – a real-life story about dying without a Will
There are many variations of but the majority have simply free text.
IRS Information Letter 2017-0015
By Joe Nagel, Esq., LLM, CPA IRS Information Letter 2017-0015 below provides a requesting taxpayer
Update On The IRS Regulations Project
Last July, I wrote in my column that the IRS made it known that it
No Kids? An Estate Plan is Still Important
There are certain times in life where the need for a proper estate plan is
Estate Planning with Retirement Accounts
One estate planning nuance is “beneficiary designation assets.” These are assets that are distributed at
Term Insurance or Permanent Insurance?
Many of our clients wrestle with the decision to purchase term insurance or permanent insurance.
