ARTICLES

Discover how divorce affects business owners, including tax-free asset transfers, future tax consequences, and the importance of accurate business valuation. Learn practical strategies to protect your financial interests and maintain confidentiality throughout the process.

Protect your business from ownership disruptions. Learn how a properly funded buy-sell agreement ensures stability, liquidity, and tax efficiency.

A practical guide for family business owners on navigating estate and succession planning. Learn how to transfer ownership, reduce estate taxes, and preserve control through strategies like trusts, business structures, family partnerships, and ESOPs while keeping the business in the family.

Learn how a living trust can help you avoid probate, maintain privacy, and streamline asset distribution — regardless of your estate size. Discover key benefits, tax implications, and common pitfalls to avoid.

When someone passes away, most capital assets — like stocks, real estate, and crypto — are adjusted to their fair market value as of the date of death, resetting their tax basis. In some cases, the estate can use a valuation from six months later if it lowers estate taxes. Need help? We’re here to guide you through these rules and create a strategy that works for you.

Separating real estate ownership from your business may reduce double taxation and boost asset protection. Contact us to learn more.

With the high federal estate tax exemption for 2024, many people aren't worried about estate taxes. However, you might want to reconsider.