Client Memo – Estate Planning Suggestion
With the end of the year fast approaching, we would like to remind you that this is a good time to evaluate your estate planning needs and strategies and consider updating your estate planning documents. Here are a few suggestions for you to consider: Please make sure that your will and trust documents are current […]
Client Memo – Estate Planning
Two weeks ago the IRS issued proposed regulations that are aiming to eliminate the long-held practice of valuation discounts for lack of marketability and control for fractional ownership interests transferred by gift, sale, or at death to family members. Valuation discounts are commonly utilized for estate planning purposes when transferring family-owned businesses and can greatly […]
