Uncovering the lesser-known assets that could trigger estate taxes if you don’t plan ahead.
When people hear the term “estate,” they often think it only includes things like a home, investment accounts, or personal possessions. But when it comes to how your estate is taxed, it turns out your estate includes a lot more than what you physically own.
May 21, 2025 | Estate planning
Uncovering the lesser-known assets that could trigger estate taxes if you don’t plan ahead. When people hear the term “estate,” they often think it only includes things like a home, investment accounts, or ...
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May 19, 2025 | Business Succession Planning
The entrepreneurial exit is often painted as a fairy-tale ending—years of sacrifice crowned with a big check and endless freedom. Yet, the Yale School of Management case study “What’s Next: The Entrepreneur’s Epilogue and the Paradox of Success” reveals a different story: a “paradox of success” ...
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May 14, 2025 | Business Succession Planning
Selling a business is often the entrepreneurial dream, but the aftermath can feel like a void. The Yale School of Management case study “What’s Next: The ...
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May 12, 2025 | Estate planning
Adaptable trust planning: Your key to preserving wealth amid tax uncertainties. In an era where tax laws are in constant flux, high-net-worth families and their advisors must employ adaptable trust strategies to safeguard and efficiently transfer wealth. ...
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May 7, 2025 | Estate planning
In a significant move for estate planning and tax professionals, Pennsylvania has finally joined the rest of the nation in recognizing federal grantor trust rules. Governor Josh Shapiro signed Senate Bill ...
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May 5, 2025 | Tax Planning
Learn how investors holding Apple, Tesla, or Berkshire Hathaway stock can reduce risk and manage taxes when diversifying. Why Concentrated Stock Holdings Are Risky Over the past few decades, many successful investors, executives, and ...
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April 30, 2025 | Estate planning
Estate planning is more than just drafting a will—it’s a comprehensive process that requires collaboration between various professionals to ensure your wishes are effectively executed. From consultation to drafting documents and aligning assets, each step plays a crucial role in protecting your family and legacy. Here’s why working with a team of ...
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April 28, 2025 | Business Succession Planning
Whether you’re planning a business sale or already closed the deal, here’s how to reduce taxes and compound your wealth—starting now. Step One: Pre-Sale Planning with a South Dakota ...
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April 23, 2025 | Tax Planning
If you’re age 70½ or older and have more IRA money than you need, it may be time to think beyond your portfolio and start thinking philanthropically. Required minimum ...
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April 21, 2025 | Estate planning
Why failing to plan now could cost your loved ones later. Many people assume estate planning is only necessary for the wealthy or elderly—but in truth, everyone needs one. Without an estate plan, your ...
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