Estate Planning Blog Digest

Serving Clients in Las Vegas and the Surrounding Area

Wealth Preservation & Business Strategies

succession plans

When Should Succession Plan Be Used?

We currently have the highest estate tax exemption and the lowest intra-family interest rates in history. That combination alone is significant, but when mixed with the potential for lower estate and gift tax exemptions and depressed business valuations, you have a potent catalyst for transitioning ownership.

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the estate’s administrator

Ignore Retirement Myths

A comfortable, secure retirement is one of the biggest financial goals you can strive for. Therefore, as you’re saving and investing in pursuit of it, it’s crucial to separate fact from fiction—otherwise, your plan could go off track.

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covid survivor

The Most Common Myths about COVID Vaccine

The first vaccine to fight COVID-19 has been authorized for emergency use by the federal government — a move that could slow the spread of coronavirus and help bring an end to the pandemic — and another candidate is right behind it in the process.

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