Category Archives: Estate Planning

Reduce Capital Gains Tax on the Sale of Your Business

Reduce Capital Gains Tax on the Sale of Your Business

Savvy business owners planning to sell their business can reduce or eliminate income tax liability from capital gains by using a long-standing IRS-blessed strategy called a charitable remainder trust, or CRT.

Avoid Unintended Consequences for You and Your Family

Avoid Unintended Consequences for You and Your Family

Erroneous or outdated beneficiary designations can result in distribution of retirement plan assets, life insurance policies, and annuity contracts to unintended beneficiaries, unfavorable income tax consequences, and expensive and protracted litigation in some cases.

Has Your Estate Plan Outgrown You?

Has Your Estate Plan Outgrown You?

If you’re married, you and your spouse have estate planning documents that were prepared before 2009, and the current and projected lifetime value of your estate is less than $5.5 million, or potentially $11 million, your plan may be outdated.

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