Congress Examines the Burden of the Estate Tax
For the first time in a decade, Congress has decided to seriously examine the burden the death tax — also known as the estate tax — places on grie... Read More »
Tag Archives: Estate Plan
Tags: Estate Plan, Estate Planning, Estate Tax
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5 Things You Need to Know about Beneficiaries
The dictionary defines beneficiary as "the recipient of funds" -- from a will, trust, retirement plan or life insurance. But that doesn'... Read More »
Tags: Beneficiary, Estate Plan, Trust, Will
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Best Approach to Passing on the Family Business
Whether a family business is big or small, succession planning is important to avoid family feuding or damage to the business. Here are some tips for ... Read More »
Tags: Estate Plan, Estate Planning, Succession Planning
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