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Stock Options when the Owner Dies.

No matter what industry you might be in, what your long-term goals might be, or how your business is structured, you know that you need to be planning for the future.
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Can Estate Planning Reduce Taxes?

Upstream basis planning is a trust strategy that can save wealthy people on their capital gains taxes and income taxes associated with highly appreciated assets.
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Black Panther Star's Estate

At the time of Boseman’s death, news came to light that he had married Taylor Simone Ledward a few months earlier and that he had no will.
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Power of Attorney and Its Importance?

Of all of the essential estate planning documents, the durable general power of attorney is usually the document that is needed first.
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Business Trusts-What are the Advantages?

Trusts could be an incredibly powerful tool to help business owners protect their business and reach their wealth goals.
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The SECURE Act and Your IRA

The Setting Every Community Up for Retirement Enhancement (Secure) Act upended inherited IRAs for most non-spousal beneficiaries. The 10-year rule for withdrawing from inherited IRAs eliminated the ability to stretch inherited IRAs for these beneficiaries.
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What Is the Best Asset Protection?

Perhaps the largest number of people who may benefit from asset protection planning are those who are at most mildly concerned about asset protection issues, or not even aware of the need for such planning.
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What Happens to Investments at death?

What investment powers does a personal representative in a probate or a trustee in a trust administration have to manage the decedent’s assets?
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RMD Formula Changes after 20 years

The IRS has good news for retirees: you can now keep more money in your tax-deferred retirement accounts thanks to lower required minimum distributions (RMDs).
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Do You Want to Be an Executor?

Only you know your capacity and willingness to serve, or the degree of need expressed by the person asking you. However, it should help to know first that if you do decide to accept, there can be help out there and second there are standard procedures and practices you can follow.
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