Naming a Trustee: A Critical Choice for Your Estate
When it comes to estate planning, trusts are appealing for many reasons. They can enable you to...
4 Risks of Jointly Owning Property with Family Members
A common estate planning mistake that people make is to own property jointly with an adult child or...
Summer: A good time to review your investments
You may have heard about a proposal in Washington to cut the taxes paid on investments by indexing...
The “nanny tax” must be paid for more than just nannies
You may have heard of the “nanny tax.” But even if you don’t employ a nanny, it may apply to you....
Retiring in a New State: Tax Considerations
When you retire, you may consider moving to another state — say, for the weather or to be closer to...
Buy-Sell Agreements: Ensure Liquidity & Cover Estate Taxes
If you own an interest in a closely held business, it’s critical to have a well-designed, properly...
Fiduciary duties: What your board members need to know
Not-for-profit board members — whether compensated or not — have a fiduciary duty to the...
In pursuit of global tax transparency
In today’s global economy, multinational corporations engage in numerous cross-border transactions....
Taking a long-term approach to certain insurance documentation
After insurance policies expire, many businesses just throw away the paper copies and delete the...
The “kiddie tax” hurts families more than ever
Years ago, Congress enacted the “kiddie tax” rules to prevent parents and grandparents in high tax...