In other words, the focus shouldn’t be on staying out of someone else’s business, but really overseeing all aspects of your own. We have the legal tools, including ones for the Proactive Business Owner and the Proactive Family Leader, to help you “mind your financial health”.
Please join us in celebrating and congratulating John on his new role as Partner at Stewart Law, P.A.
When you give assets to someone during your lifetime or through your estate, the gifts are subject to gift and estate taxes. Fortunately, current laws provide for a large gift and estate tax exemption—an amount you can give before you face any tax liability.
With the current pandemic, election year, and unsettled economy, now is the best time to consider scheduling an annual family meeting.
Lifetime gifting, to children or others, has been a popular technique to reduce estate taxes for a long time. Currently, with estate tax exemption amounts exceeding $11 Million per person, most people do not have an urgent tax savings motivation for making gifts. However, this doesn’t mean that sticking to a gifting program is without…
As trusted advisors, we see it as our job to alert you to strategies that can help build and protect your family’s wealth and the lifestyle it supports. From a macro perspective, we see an estate tax that takes essentially no wealth from the vast majority of families, historically high federal deficits, and a real possibility…
