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Monthly Archives: May 2021
Prior planning ensures smooth transfer of assets to a beneficiary
Life is full of changes and many occur unexpectedly. When it comes to estate planning, you will want to keep up with the goals you establish. Advance planning will ensure…
How may a business valuation affect my heirs’ estate tax?
The federal estate tax considers the fair market value of your gross assets at the time of your death when determining the tax liability. Appraising your business now may give…
How do you prioritize your estate plan review?
After creating an estate plan, experts generally agree that you should review it at least every 3 years even if nothing is currently changing in your life. This allows you…
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