Our Estate Planning Blog

Gifting Family Businesses

How Do I Gift My Business To My Son Or Daughter?

Gifting interests in a closely held business can be an effective estate planning technique. It can save on estate taxes and reward family members for their hard work in running the family business, while transitioning ownership to the younger generation.

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Update my estate plan

How Do I Update My Estate Plan?

Updating one’s estate planning documents involves changes to one’s trust, will and/or designation of death beneficiaries, as relevant. To be effective, such updates must be done correctly.

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