Key Issues to Consider for Business Continuation Planning
What is business continuation planning and what are its most important steps? Here is what you need to know when planning an ownership transition.
Case Study Exercise: Family Trust Planning
Meet William and Mary. This hypothetical case study reviews a common family trust planning situation to show you the benefits of proper estate planning.
New Tax Proposals in the Build Back Better Act (BBBA)
The American Families Plan and Build Back Better Act are proposing major tax changes for 2022. Here are some new laws that could affect your estate plan and financial plan.
Reasons to Establish a Family Trust
There are many reasons why it makes sense to establish a family trust as part of your estate planning strategy. Learn more.
The Different Types of Partial Disclaimers
What are the different types of partial disclaimers or renunciations? Here are the legal terms and strategies you should know for disclaimer trust planning.
Partial Disclaimers and Reasons for Disclaiming Property
With proper disclaimer trust planning, you can partially disclaim inherited property and financial assets. Learn more about how it works.
New York’s New Power of Attorney Law
Learn more about New York’s new Power of Attorney law and changes to the existing POA form and statutory gift rider.
Case Study Exercise #3: Married Couple and Parents of Two
In this final case study exercise, we review the estate planning strategy for a successful married couple with two children.
What is an Internal Revenue Code Section 303 Stock Redemption? (Part 2)
Learn more about IRC Section 303 stock redemption qualification requirements and relation to previous estate tax laws.
What is an Internal Revenue Code Section 303 Stock Redemption? (Part 1)
Here is some information you need to know about Internal Revenue Code Section 303 stock redemptions.
