Administering an estate and making sure all the i’s are dotted and all the t’s are crossed can be a daunting task. Discover what it takes to be an effective executor so that if you’re asked to be one, you can decide whether the job is for you. Executors’ many duties...
President Biden is asking Congress for higher taxes on inherited properties. As is being discussed across news channels, this may impact families with more than $1 million in gains. Financial experts recommend estate planning strategies now, to avoid a surprise tax...
Families who own and manage businesses need to plan carefully and on an ongoing basis to ensure their companies remain strong and their finances remain healthy. Here are some of the big planning mistakes to avoid in your family business. Family businesses are...
As a business owner, the last year has been quite a roller coaster, especially if you have been considering the sale of your business over the last few years. Perhaps you had even started the process to go to market before the pandemic only to see the deal fall apart...
