Services for High Net-Worth Individuals Individuals and businesses with considerable wealth are often the targets of financial predators, who attempt to use the legal system to deprive others of their assets. In today’s highly litigious society, proactive planning can prepare you for unexpected legal claims and shield your assets from potential creditors. Ensuring the longevity […]
Continue Reading →Do Young People Need Estate Plans? There are those who proceed from the standpoint that estate planning is not something that younger people need to be concerned about, but the matter does not revolve exclusively around age. It is true that the possibility of death increases as you get older, but people of all ages […]
Continue Reading →What is a GRAT? When the value of your estate exceeds the estate tax exclusion amount your estate planning objective is to rearrange your assets to create space and bring the value of your estate under that exclusion. Giving gifts is one way of doing this, but of course the IRS is well aware of […]
Continue Reading →Are There Direct Ways to Transfer Assets to Loved Ones? Common sense goes a long way in every aspect of life, and it is vital to the process of estate planning as well. You just need to understand the asset transfer vehicles that are available to you and utilize them in an intelligent and well-timed […]
Continue Reading →What Is a Buy-Sell Agreement? When you are involved in a business partnership and you are planning your estate, you have to consider the matter of succession. Your share in the business may well be one of your most significant assets. But when you pass on, how is your share carved out and passed along […]
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