Estate Planning

The advantages of a living trust for your estate plan

A, magnifying, glass, highlighting, the, words, "Living, Trust, &, Estate, Planning", placed, over, a, calculator, with, a, small, potted, plant, in, the, background, symbolizing, financial, planning, and, attention, to, detail.
June 4, 2025
H&B
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Do you believe you don’t need to worry about estate planning because of the current federal estate tax exemption ($13.99 million per individual or $27.98 million for married couples in 2025)? Well, think again. Even with this substantial exemption, creating a living trust can offer significant benefits, especially if your goal is to avoid probate […]
#AvoidProbate, #EstatePlanning, #LivingTrust
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Estate Planning

Family business focus: Addressing estate and succession planning

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May 30, 2025
H&B
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The future often weighs heavier on the shoulders of family business owners. Their companies aren’t just “going concerns” with operating assets, human resources and financial statements. The business usually holds a strong sentimental value and represents years of hard work involving many family members. If this is the case for your company, an important issue […]
#BusinessSuccession, #EstatePlanning, #FamilyBusiness, #SuccessionPlanning
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