Blog Archives

Estate Planning Tip: Planning for Estate Taxes and Income Taxes on Business Earnings

When creating a trust to hold a business interest it is important to determine where the money will come from to pay the income taxes associated with the profits of the business allocated to the trust. Sometimes the trust instrument

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Posted in Business Updates, Estate Planning

Estate Planning Tip: Charities and Right of Survivorship

For those planning on leaving some of their assets to charities through their last will and testament, it is important that the assets are titled/owned in a way that the charities will receive the designated assets. For example, if all

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Posted in Estate Planning