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The passage of the “One Big Beautiful Tax Bill” (the OBBTB) this last week marks a seismic shift in the estate, gift, and generation-skipping transfer…

Use this chart to quickly compare entity characteristics before you decide on an entity to protect your assets   Sole Proprietor C Corporation S Corporation…

Revocable Trust Will What is it? A legal document that places assets into a trust during the Trustmaker’s lifetime, managed by a Trustee, with terms…

For business owners, a well-structured succession plan is essential for ensuring the long-term success of their company. Without a clear plan in place, a business…

Probate is the legal process of settling a deceased person’s estate, but many families prefer to avoid it due to the time, cost, and public…

Advantages Disadvantages Freezes the Value of an Asset; Reduces Estate Taxes – Gifting an asset that is rapidly appreciating (e.g. shares, crypto currency , real…

When the stock market takes a nosedive, the headlines are filled with anxiety-inducing words like “plunge,” “collapse,” “sell” and “turmoil.” But amid the panic, there…