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16 09, 2016

Want to Give the Kids an Early Inheritance? 4 Things to Consider

By |2016-09-16T08:47:33-05:00September 16th, 2016|Estate Planning, Planning for Minor Children|

If you’re thinking about giving your children their inheritance early, you’re not alone. A recent Merrill Lynch study suggests that these [...]

29 08, 2016

Act Now! There’s Still Time to Avoid the New IRS Regulations That Might Raise Taxes on Your Family’s Inheritance

By |2016-08-29T13:07:13-05:00August 29th, 2016|Taxes|

The IRS recently released proposed regulations which effectively end valuation discounts that have been relied upon for over 20 years. [...]