We must always expect the unexpected. We can be careful and prudent in our daily lives, but there are certain…
In our last article, we explained why setting in place an exit strategy when the time comes and minimizing the…
We are often asked, “What is an estate plan?” An estate plan can mean different things depending on your unique…
An irrevocable income-only trust can be an indispensable tool when planning for retirement and long-term care expenses. It’s important to…
In our last article, we reviewed why creating a buy-sell agreement can protect the owners of a company and help…
Long before a closely-held business is readied for sale, it should be protected by the owners creating a buy-sell agreement.…
President Trump unveiled a budget proposal for the 2021 fiscal year. Of note, the income tax and estate tax cuts…
When Denver Broncos owner Pat Bowlen died in June 2019, he left behind a professional football franchise valued at more…
This the 4th of 11 articles based on our firm’s book The Art, Science and Law of Business Succession Planning.…
In a recent Private Letter Ruling the IRS declared that sales of property between spouses and the spouses’ grantor trusts…