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You’re Taking Advantage of the Increased Estate and Gift Tax Exemption Amount—Now What?

We recently shared an overview of six steps to follow if you plan to take advantage of the increased basic...

The Impact of Life Insurance Proceeds on Your Estate Taxes: What You Need to Know About the Supreme Court’s June 6 Ruling

Supreme Court Decision on Life Insurance Proceeds & Implications for Federal Estate Tax On June 6, the U.S. Supreme Court...

Perkins & Co Integrates Business Transition Services to Preserve Family’s 50-Year Legacy

A multi-generation manufacturing company with a rich 50-year legacy is owned equally by three family groups. The company has been...

Real Estate Connection Webinar Series: Estate Planning, Business Valuation, & Debt Workouts