The Time for Business Succession Planning Is Now

For many business owners, it can be difficult to truly comprehend that, at some point, they will no longer be in control of their company. The day will come that, due to declining health, a sudden inability to work, or untimely death, their business legacy will be left in the hands of someone else. As […]

New Higher Estate Tax Exclusions for 2014

An important part of estate planning is gifting.  The benefits include transferring assets to beneficiaries tax-free.  It also allows the guarantors to see their gifts being enjoyed by their family members and friends.  In 2014, the amount that people can transfer or gift while still avoiding taxes will be increased. With data from the Consumer […]

Planning Includes for Retirement

Estate planning isn’t just about planning for death and for your loved ones to be taken care of you when you die. At its root, estate planning is all about planning for the future, and in a world in which traditional routes of retirement planning have changed significantly, it’s now more important than ever to […]