Tyson Farmer

April 21, 2022
Medical IV bag with Medicare information overlay about coverage limits and costs.

Understanding the Alternate Valuation Date

ESTATE READ TIME: 4 MIN When an individual dies, the executor is faced with an important decision that has the potential to impact the taxes owed […]
April 21, 2022
Logo featuring a stylized letter D with a circular arrow design.

Choosing a Business Structure

ESTATE READ TIME: 4 MIN In March 2020, about 804,398 new businesses had been created in the preceding year.1 All individuals pursuing the dream of exercising their […]
April 21, 2022
A collage of happy people representing estate management services.

What is the Value of Your Business?

ESTATE READ TIME: 3 MIN In the second quarter of 2021, more than 2,000 small businesses were sold. The median sale price was roughly $320,000, up […]
April 21, 2022
Documents related to wills and family trusts for estate planning.

Succeeding at Business Succession

ESTATE READ TIME: 3 MIN According to the Conway Center for Family Business, family businesses account for 64% of the U.S. Gross Domestic Product (GDP), yet […]
April 21, 2022
Chart showing a split of $400,000 into two pools for a Tontine Annuity Strategy with different interest rates.

Problems with Probate

ESTATE READ TIME: 4 MIN Many of us hope to leave something behind for our loved ones when we pass away. But the probate process is […]
April 21, 2022
A motivational quote about overcoming financial challenges for women.

Trends in Charitable Giving

ESTATE READ TIME: 3 MIN According to the most recent report by Giving USA, Americans gave a record breaking $471 billion to charity in 2020.1 Americans […]
April 21, 2022
Pie chart of various tax revenues percentages.

A Brief History of Estate Taxes

ESTATE READ TIME: 4 MIN Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded. In 1797, […]
April 21, 2022
Briefcase labeled 'Mutual Fund' with income arrows on an orange background.

Will Power

ESTATE READ TIME: 4 MIN Only one-third of adults have a will in place, which may not be entirely surprising. No one wants to be reminded […]
April 21, 2022
Two professionals reviewing financial documents together.

Put It in a Letter

ESTATE READ TIME: 3 MIN American actor Lee Marvin once said, “As soon as people see my face on a movie screen, they knew two things: […]