Estate Planning

Thursday, August 24, 2017

Article of Interest

Our colleague Gary R. Smith wrote an article on the WealthSmith Financial Blog that we thought would be of interest...

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Thursday, April 13, 2017

Beyond the Bottom Line

Engaging the business client in a meaningful conversation about passing the values on to the next generation can be a rewarding experience.  Knowing how to help the client focus on those values that helped establish the family legacy is the challenge.

IntroductionAs the focus of estate planning has moved from developing the best tax strategy to focusing on asset protection, values promotion, and virtues-driven planning, we as practitioners need to arm ourselves with tools to gain the client’s confidence, so that we can create plans that work not only at a financial level, but work for the founding generation, the successor generation, the clients and the other stakeholders. 

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Wednesday, February 15, 2017

Planning in Time of Uncertainty

With the change in administration in Washington, along with Republican control of both sides of Congress, we are being asked what changes we expect in coming months in the area of estate and gift tax.  Should we expect that estate taxes go away?  If so, what else does that mean?

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Thursday, October 15, 2015

Welcome to Our New Website

Welcome to our new website blog. Check back soon for articles.

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