The Fundamentals of the Federal Gift and Estate Tax Exclusion Portability Between Spouses “Portability” is a concept under the transfer tax laws of the Internal Revenue Code. Specifically, portability allows a surviving... Continue Reading
FINANCIAL ISSUES IN DIVORCE: The Valuation of Unvested Stock Options in an Equitable Distribution Dissolution Divorce between parties can often be complicated with numerous complex financial issues that need to be resolved.... Continue Reading
THE FAMILY LIMITED LIABILITY COMPANY AS AN ADVANCED ESTATE PLANNING TOOL If you are considering your options to transfer your wealth to your children or to keep your family business within the family, you should consider... Continue Reading
WHY A LIVING WILL IS A MANDATORY ESTATE PLANNING DOCUMENT You may be healthy enough today to make your own medical decisions, but what happens if a car accident leaves in a coma or you suffer a stroke that leaves you in a... Continue Reading
WHY A DURABLE POWER OF ATTORNEY IS ONE OF THE MOST IMPORTANT ESTATE PLANNING TOOLS As part of your overall estate plan, you should have a durable power of attorney document. You will save yourself and your family substantial... Continue Reading