Consultation Request – Thank You2023-10-29T17:40:00-04:00

3 Reasons You Want to Avoid Probate

When you pass away, your family may need to visit a probate court in order to claim their inheritance. This can happen if you own property (like a house, car, bank account, investment account, or other asset) in only your [...]

An Overview of the IRC Section 2704 Proposal

Section 2704 of the Internal Revenue Code (IRC) pertains to family-controlled corporations and partnerships, specifically dealing with gratuitous transfers between family members in connection with the family owned business. According to IRC, the IRS can treat some of these transfers [...]

Understanding the Irrevocable Life Insurance Trust

Life insurance can give great peace of mind to the insured by providing for their loved ones after their death. Life insurance benefits can help pay for your children’s college education or provide for your surviving spouse. However, life insurance [...]

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