News & Insights
Retiring Soon? Recent Law Changes May Have an Impact on Your Retirement Savings
March 5th, 2021
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Financial & Retirement Planning |
Wealth Management
If you’re approaching retirement, you probably want to ensure the money you’ve saved in retirement plans lasts as long as possible. If so, be aware that a law was recently […]
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Family Business Owners Must Weave Together Succession And Estate Planning
December 21st, 2020
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Estate Planning |
Succession Planning
It’s been estimated that there are roughly 5 million family-owned businesses in the United States. Annually, these companies make substantial contributions to both employment figures and the gross domestic product. […]
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Why it’s Important to Plan For Income Taxes as Part of Your Estate Plan
November 18th, 2020
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Estate Planning |
High Net Worth
As a result of the current estate tax exemption amount ($11.58 million in 2020), many estates no longer need to be concerned with federal estate tax. Before 2011, a much […]
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How to Plan For Succession: Preserving, Protecting, and Passing on Wealth
September 21st, 2020
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Estate Planning |
Succession Planning
The decisions made regarding ownership of the family office or closely held business may not necessarily be the same decisions that are required for leadership and management. It’s critical to […]
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Valuing a Business in the COVID-19 Era
August 5th, 2020
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By Jeff Allen |
Consulting |
Succession Planning
On November 17, 2019 the earliest confirmed case of COVID-19 was made in China. At the time, the virus was not recognized as a new virus. On January 8, 2020 […]