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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. [...]

19 08, 2016

Why Most Estate Plans Do Not Work

By |2016-08-19T15:07:38-05:00August 19th, 2016|Asset Protection, Estate Planning, Medicaid Planning, Special Needs, Trust Administration, Wills & Probatesssss|

Estate planning can be a tedious and complicated process, which if not conducted properly can result in assets being wasted [...]