Taking the Life Insurance Bet
This article provides a thorough analysis of how life insurance can be used to hedge against the uncertainty of whether the “bonus” gift/estate exemption will sunset.
Estate Planning Drama
Art Reflecting Life.
Refreshing Your Estate Plan
Estate planning is not a “one and done” endeavor. Make sure to periodically review your estate plan and make adjustments as circumstances evolve over time.
Pass It Down Early
If you are concerned about the “Prince Charles Effect” (adult children coming into their inheritance too late in life to really enjoy it), earlier lifetime gifting may be the solution.
Opportunity is Knocking
Business owners have a unique opportunity for estate planning in the near term.
All In Family
Keeping a meaningful destination home in the family for the next generation requires careful planning that is not for the faint of heart.