USA - August 4 2020
A popular method for transferring assets in a tax-efficient manner, particularly when interest rates are low and asset values are depressed…
Keith K. Grissom, Elizabeth L. Pack
USA - August 26 2020
For those who are charitably inclined, planning techniques are available that may provide for both income and transfer tax savings in the current…
Serafina Nicolais
USA - July 27 2020
A simple method for transferring assets in a tax-efficient manner is by making low interest rate loans to family members…
Keith K. Grissom, Elizabeth L. Pack
USA - August 12 2020
A commonly used planning technique is the creation of a closely held business to own family investments, such as a family limited partnership or…
Keith K. Grissom, Elizabeth L. Pack
USA - July 31 2019
For the parents of students entering college this fall, you may have a long checklist of to-do items already. It’s possible you are missing one of…
Betty Hartzel Schaefer
