Valuing a business for transfer or sale establishes fair price, informs tax strategy, and guides negotiations....
Lifetime gifting strategies let you transfer assets while alive to shrink your taxable estate, support...
Legacy letters (ethical wills) let you pass values, stories and guidance that a legal will can’t. Pair...
Installment sales let a business owner sell to a family member over time, spreading capital gains taxes...
Teaching heirs financial responsibility prepares them to manage inherited wealth, avoid common mistakes,...
Intellectual property (IP) can be a family’s most valuable and fragile asset. A deliberate plan—covering...
Intergenerational wealth transfer plans are structured strategies families use to pass assets across...
The Federal Gift Tax Exclusion lets individuals give a set amount per recipient each year without triggering...
Gifting appreciated securities lets you donate stocks or other investments that have increased in value...
An installment sale is a seller-financed transfer that lets family members buy property over time. Proper...