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With the government’s attention turning to taxes, your estate plan may need your attention

USA - April 22 2021 Now that the COVID-19 relief bill has been signed, the President and Congress have turned their attention to tax changes. President Biden has…

Strategies for buy-sell agreements using insurance

USA - September 16 2019 Buy-sell agreements are critical when dealing with a closely held business and yet often ignored or given short shrift by business owners. Life…

Georgia Loukas Demeros

Common slipups compromising the effectiveness of trusts you have or will create

USA - July 18 2019 Whether you have a revocable (a/k/a living or inter vivos) trust or are considering creating one, it is imperative that you take the proper steps to…

Spinning straw into gold: Modifying irrevocable trusts

USA - January 8 2019 Irrevocable trusts have been part of estate planning for years. They have been used for a variety of purposes, such as to remove assets from a…

Scott A. Bieber

The Tax Laws Changed. Should Your Business and Estate Plans Change Too?

USA - March 23 2018 On January 1, 2018, the most significant changes to the U.S. tax code in 30 years took effect. While the permanency of these changes varies, they are…