Posts Tagged: Tax Effects

Estate planning can be one of the most complicated and important aspects of financial planning for those who have accumulated a significant net worth.  While this article focuses on a variety of gift tax savings, there is one part of the recent tax legislation that appears quite straight forward; however, if you attempt to go…

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Business owners that are married can now have a net worth of $10,680,000 in 2014 and potentially avoid Federal Estate Tax.  However, this does not minimize the need for an orderly transition of your business under the stress of an unexpected death.  Transitioning one’s business to the next owner is complicated enough when you are…

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