One of the greatest joys of this season is the opportunity to say THANK YOU and to wish you the very best for the New Year.
Musings From the CEO– “Estate Planning Continuity”
At an Estate Planning conference this summer one presenter made some comments about the “old way” of doing things not being proper. He went so far as to say, “the Credit Shelter Trust is inappropriate since 99.8% of folks will have no estate tax!” His point was that many families can rely on “portability” to preserve the use of both parents’ estate tax exclusions. I respectfully disagreed, and raised the question, “What about estate planning continuity? Or more appropriately, the lack of estate planning continuity?” Read More
Ready, Aim, Fire! Make Sure Your Gun Ownership is on Target: The Case for Gun Trusts
Did you know that an estimated 43% of U.S. households have at least one firearm[1]? Or that there are possibly more than 390 million firearms in America, which is more than one per person[2]? Read More
R&D Tax Credit - Incentivizing Innovation
The Research and Development (R&D) Tax Credit is a government-sponsored tax incentive that rewards companies for conducting R&D in the United States. This credit, initially implemented back in 1981, was created to incentivize innovation throughout the economy and to keep technical jobs here in the U.S.Read More
CYBER INTESTACY: Leaving Loved Ones in the Clouds
You know the stories of the celebrities who die without a will, leaving loved ones to fend for themselves and the state deciding the allocation of their assets. So, we’re all aware (or should be aware) of the issues surrounding passing without a valid Will, but an increasingly common estate planning oversight is known as ‘cyber intestacy’, or dying without a plan for your online presence and digital assets. Read More
