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Ninety percent of family inheritance is often lost within just three generations, according to the Wall Street Journal (Lost...

What’s the best way to create wealth?  If I had a definitive answer, you can bet your margarita that I’d be typing this from a beach...

Find out by checking out my guest post for Rocket Lawyer’s blog Everyday Law, “How Estate Tax Changes Could Affect Your Small Business.”...

It was almost lost in the storm surge, but this week George Lucas finally let the wookie win. The creator of the Star Wars and the...

Forgive me, but after three postings on this subject in which I have invoked metaphors ranging from Monopoly to Cinderella, I can no...

Continuing in our series outlining the steps to crafting an effective business succession plan, today we will highlight the basics of...

In my last posting, I outlined the difficulty and importance of considering a transition strategy appropriate to your situation as a...

At its heart, estate planning is aimed at resolving one basic yet critical question: Who will become responsible for your family and...

I have spoken before about being a member of Wealth Counsel — a national network of estate planning attorneys. This membership gives me...

I don’t know if it is a sign of a turning economy, but recently I have had a lot of people looking into selling their business. I have...

One of the major headlines of last year’s tax compromise in Congress, the gift-tax exemption jumps to $5 million from $1 million for...