Tag: Estate Planning
Exit Planning Gifting Strategies
Reading Time: 6 minutesExiting business owners have several gifting strategies available to transfer ownership, particularly when the goal is to pass the company to family members or key employees in a tax-efficient manner. […]
This is the Greatest Threat to Estate Planning
Reading Time: 2 minutesFor the second consecutive year, family conflict was identified as the leading threat to estate planning. According to a recent survey conducted by TD Wealth at the 53rdAnnual Heckerling Institute on Estate […]