May 11, 2021 | Article, Asset Protection, Estate Planning, Tax Planning, Virtual Family Office
Biden’s tax changes could mean it is time to sell. There’s an iceberg ahead for business owners and it is Biden’s tax changes. The clock is ticking. The window of opportunity is closing. And these hefty...
May 4, 2021 | Article, Asset Protection, Charitable Giving, Estate Planning, Tax Planning
If you’re a business owner, life insurance-based strategies and solutions are a valuable tool if you’re trying to build a sizeable estate and/or to help preserve that estate. As an investor with significant assets, it’s ...
Apr 27, 2021 | Article, Asset Protection, Charitable Giving, Estate Planning, Tax Planning, Virtual Family Office
By Homer Smith The daily decisions that go hand in hand with running your own business can be difficult if you do not have all the correct tools in your kit. Knowing the value of your business is critical to proper business planning as well as working towards your...
Mar 16, 2021 | Article, Asset Protection, Estate Planning, Tax Planning
Wealth and family can be a tricky mix. Affluence can help families achieve great things and realize their shared vision, of course. But it also can create resentments and rifts that could potentially damage a family’s financial position and cause estrangement among...
