by Brian Hare, CPA, CGMA | Mar 8, 2018 | Estate Planning
If you’re planning on buying a home that you one day wish to pass on to your adult children, a joint purchase can reduce estate tax liability, provided the children have sufficient funds to finance their portion of the purchase. With the gift and estate tax exemption...
by Brian Hare, CPA, CGMA | Feb 9, 2018 | Estate Planning, Tax
For years, life insurance has played a critical role in estate planning, providing a source of liquidity to pay estate taxes and other expenses. It’s been particularly valuable for business owners, whose families might not have the liquid assets they need to pay...
