Planning for Tax Policy Change

Tax law uncertainty requires an estate plan that can roll with the changes Events of the last decade have taught us that taxes are anything but certain. Case in point: Congress is mulling abolishing gift and estate taxes as part of tax reform. So how can people who hope to still have long lifespans ahead of … Continued

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Deferral of Estate Taxes for Small Business

Estate tax relief for family businesses is available … in the form of a deferral If a substantial portion of your wealth is tied up in a family or closely held business, you may be concerned that your estate will lack sufficient liquid assets to pay federal estate taxes. If that’s the case, your heirs … Continued

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Estate Planning Olathe – Family Business

Reviewing your company’s buy-sell agreement If you own a business and follow professional advice, you’ve likely established a buy-sell agreement in case you or a co-owner voluntarily or involuntarily leaves the company. Assuming this is true, remember that it’s not enough to draft an agreement and put it in a safe place. You need to … Continued

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