Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.
Buying and Selling Businesses in Today's Economy, Stephen Opler
The 2010 Tax Relief Act and your estate plan
Are your estate planning documents protecting your assets?
Tax planning and divorce sound like two unlikely partners, but they are not. This week’s blog post is written by Selwyn Gerber, CPA, who explains why tax planning is critical during and after a divorce....more
Last week’s blog discussed three questions Baby Boomers going through divorce should ask their lawyer. As promised, here are three more questions. 1. Should I keep the house? The financial risks of keeping the...more
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