by amanda | Jun 17, 2024 | Uncategorized
Once the business owner is ready to sell the business, there will be considerable time and energy focused on that goal. The client may engage an investment banker or business broker to assist in the sale, along with dedicated legal counsel specializing in mergers and...
by amanda | Jun 16, 2024 | Uncategorized
Practitioners are well-aware that lifetime gifts are more tax-efficient than transfers at death. But during the past seven years there’s been a possibility that the estate tax might be permanently repealed, so it’s been out of vogue for practitioners to...
by amanda | Jun 15, 2024 | Uncategorized
The ideal estate planning software for attorneys will have many attributes that simplify and streamline all aspects of legal practice management. There are hit-and-miss solutions out there that cover some of the bases, but they fall short in other areas. Fortunately,...
by amanda | Jun 13, 2024 | Uncategorized
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by amanda | Jun 2, 2024 | Uncategorized
Estate planning is an essential tool for making sure that you, your loved ones, and your assets are protected now and in the future, and for securing a legacy that will be proud to leave behind. Of course, planning for your future is a complicated process with many...
by amanda | May 29, 2024 | Uncategorized
If you’re thinking of making a move this year, there are two housing market factors that are probably on your mind: home prices and mortgage rates. Read More
