Year End Planning Opportunities

As noted in the News Alert we sent out on December 20, 2010, the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (“2010 Tax Act”) is now the law of the land, after having been signed by President Barack Obama on Friday, December 17, 2010.  What does the 2010 Tax Act mean [...]

The Time to Act is Now For Incredible Tax Planning Opportunities

What do you get when you mix low business, real estate, and other asset values with historically low interest rates and a historically low gift tax rate? Incredible tax planning opportunities! The economic turmoil which surrounds us today has caused many people to freeze, afraid to make changes to their assets. However, this same economic [...]

Planning – Especially Important for Business Owners

Many business owners spend the bulk of their time working to build their businesses. Sadly, too many business owners also fail to spend much, if any, time planning for their own futures or the futures of their businesses. Proper and careful planning can help ensure that a business runs smoothly, produces maximum value for its [...]

Ethical Wills – What you really want to communicate to your loved ones

Wills, trusts, powers of attorney, and advance directives for health care are all legal documents which deal with your assets and your health.  These are important estate planning documents, and you should work with an experienced and competent estate planning attorney to create them.  However, there is another type of important estate planning document which [...]