estate plan
Proper planning is necessary to avoid unintended outcomes. You may live by the motto, “outta sight, outta mind,” but don’t apply that line of thinking when it comes to your…
As you create your estate plan, your main objectives likely revolve around your family, both current and future generations. Your goals may include reducing estate tax liability so that you…
Many people view a second marriage as a fresh start and a new chance at happiness. If you’re planning to take another walk down the aisle, it’s critical to take…
The 3.8% net investment income tax (NIIT) can negatively affect your estate plan. This is especially true if your assets include an investment portfolio, because the NIIT can increase the…
For any business owner, contractors included, putting together a succession plan may seem like an overwhelming task. Often, among the most difficult things to conceptualize is precisely how to connect…
The amount of flexibility you build into your estate plan will go a long way toward how successful, ultimately, it is at carrying out your wishes after you’re gone. Using…
Exporters, does an IC-DISC still make sense? In recent years, the interest-charge domestic international sales corporation (IC-DISC) has been a popular tax-reduction tool for exporters. Without going into detail, one…