Tag: Estate Taxes

Have you considered making direct payments of tuition and medical expenses?

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Have you considered making direct payments of tuition and medical expenses? With the lifetime gift and estate tax exemption at $11.40 million for 2019 ($11.58 million for 2020), you may think you don’t have to worry about gift and estate…

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A buy-sell agreement can provide the liquidity to cover estate taxes

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If you own an interest in a closely held business, it’s critical to have a well-designed, properly funded buy-sell agreement. Without one, an owner’s death can have a negative effect on the surviving owners. If one of your co-owners dies,…

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