Estate Planning

Trusts Are Not One-Size-Fits-All

March 16, 2010 Renee Edgcomb 0

I often hear two misconceptions regarding trusts. First, many people believe that because their net worth is under $2,000,000 (the applicable exclusion amount in 2008), their estate plan does not require a trust. Second, many […]

Estate Planning

Planning Your Estate

March 2, 2010 Tito DeLeon 0

As a tax consultant, I have personally met with hundreds of business owners throughout the United States, from all walks of life, engaged  in a wide variety of industries. While the differences between individual business […]