April 21, 2022

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

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

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

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

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

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

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

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

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: […]