• 09.07.11

    Planning to Pass the Baton: Family Wealth Transfers

    If you have accumulated a substantial investment portfolio, or you own a successful business, there may come a time when you start planning to transfer ownership of the investments, or business, to younger generations of your family.

  • 01.06.10

    Federal Estate Tax Repealed Effective

    The specter of federal estate tax repeal on January 1, 2010 has been looming since the enactment of the Economic Growth and Tax Reconciliation Act of 2001 (“EGTRA”).