Estate Planning
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Starting a business? 5 things you need to know
So you’ve decided to start your own business — congratulations! Many new owners open a business to be their own boss and chart their own…
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Why you might want to build a wall between your business and its real estate
Does your business own its real estate in a separate holding company, such as a limited liability company (LLC) or limited partnership? This practice can…
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A new year means new tax figures for individuals
Many tax figures are annually adjusted for inflation and typically increase each year (or at least every few years). For 2026, some additional changes are…
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Family business focus: Addressing estate and succession planning
The future often weighs heavier on the shoulders of family business owners. Their companies aren’t just “going concerns” with operating assets, human resources and financial…
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The advantages of a living trust for your estate plan
Do you believe you don’t need to worry about estate planning because of the current federal estate tax exemption ($13.99 million per individual or $27.98…
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Understanding the “step-up in basis” when inheriting assets
If you inherit assets after a loved one passes away, they often arrive with a valuable — but frequently misunderstood — tax benefit called the…
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