This is the first in a series of articles that explores why closely held businesses should seriously consider establishing an independent Board of Advisors. Future articles will examine related themes, including how to structure an advisory board; how to select and...
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Thinking of Establishing a Florida Residence or Domicile? Be Informed of Massachusetts Laws to Achieve Your Goals
Individuals usually choose to become Floridians to take advantage of Florida’s favorable asset protection policies or to remove themselves from income or estate tax liability in their current state of residency. To avoid taxation in the Commonwealth of Massachusetts,...
Anticipated Changes Affecting Estate Planning & Gifting
Effective January 1, 2023, both the Lifetime Federal Estate and Gift Tax Exemption and Annual Gift Tax Exclusion Amounts are expected to increase. This change presents an opportunity to capitalize on the historically high Estate and Gift Tax Exemption amounts and to...
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