Upcoming Seminar for Professional Advisors
Planning for Asset Protection – “Creditors, Divorce, & Taxes, Oh My!!” Asset protection is vitally important in our litigious society, and more wealth planning teams are needed who understand the ...
2013 Changes to Federal Estate Tax Laws
Changes to income taxes grabbed the lion’s share of the attention as the President and Congress squabbled over how to halt the country’s journey towards the “fiscal cliff.” However, negotiations ...
Charitable Giving
Many people give to charity during their lives, but unfortunately too few Americans take advantage of the benefits of incorporating charitable giving into their estate plans. By planning ahead, you ...
Utilizing Family Limited Partnerships as Part of Your Estate Plan
Designed to preserve family businesses for future generations, Family Limited Partnerships (FLPs) can help shelter your assets and reduce overall estate and gift taxes. FLPs are commonly used as part ...