Which Will Would You Choose? If you or your loved ones have not yet created a will, you are not alone. In fact, according to a recent survey, not having created a will puts you among the majority of Americans. Like many Americans, you may wait for a major life event to occur before putting your final wishes into a formal estate plan, but this is not advisable. Estate planning should be done … [Read more...] about Are You Ready to Celebrate National Make-a-Will Month?

Updated: Aug 21, 2024 The statistics are surprising to those who learn that the percentage of business owners who have a realistic notion of what their companies are worth is as small as 5% to 10% or that the number of owners who have undertaken estate or buy-sell planning as they work towards retirement is as small as 10% to15%. At best, 1 of 10 owners know their company’s value and 1 of 7 … [Read more...] about Business Owners and Retirement Planning: A Perfect Storm Emerges in 2024 with New Tax Court Ruling