Copyright 2016, WealthCounsel, LLC by Jeremiah H. Barlow, JD The days of reducing gift and estate tax through valuation discounts for closely-held family businesses appear to be coming to an end. After months of anticipation, the U.S. Treasury has released proposed regulations that will significantly restrict the ability of family-owned entities to reduce the fair…

By Larry S. Hartley, Esq. and Andrew A. Strauss, Esq. Estate Taxes are not the only reason to own Life Insurance.  Life Insurance can be regarded as a vital, asset class separate from other savings and investments that adds diversification and certain unique benefits.  With the November 2016 presidential and Congressional Election looming, the possibility…

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