Closely-Held Stock is Having a Moment
Closely-Held Stock is Having a Moment Giving stock is an important strategy for any private business owner to explore. Not only can these gifts help implement a business succession plan that calls for transferring the business to the next generation, if that is your...
How Much Is Enough?
How Much Is Enough How much is enough?? That’s a question many parents ask as they structure lifetime gifts and bequests to children in their financial and estate plans. Wealthy clients are sometimes concerned that leaving millions of dollars, or even hundreds of...
Walking Into the Sunset: Thoughtful Planning Now for Your Clients
Walking Into the Sunset: Thoughtful Planning Now for Your Clients Without legislation to prevent it, the sunsetting of current estate tax laws at the end of 2025 will dramatically reduce the federal estate tax exemption from $13.61 million per person in 2024 to...
Mixing Business with Charity: Due Diligence
Mixing Business with Charity: Due Dilligence In general, a community engagement strategy can be good for business, if well-executed. For example, almost half of consumers view a brand favorably when they support a charitable cause. Community engagement programs can...