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Owning your own business or investment portfolio can be incredibly rewarding. However, to preserve the fruits of your labor and dedication, you must do everything you can to protect it. Whether you seek to protect yourself, your investments, and your family from taxes, creditors, or probate, a family limited partnership...

Protecting assets from liabilities and risks is a common concern for most of my clients. Lately, I have been having a number of conversations with people regarding how to protect assets. The risks causing concern often include lawsuits, divorce, bankruptcy and casualty losses. For each of these risks, there are...

Do not let constant political and financial speculation prevent you from making tax-free annual exclusion, medical-payment, and educational gifts to or for the benefit of your loved ones. Make Annual Exclusion Gifts Annual exclusion gifts are transfers of money or property in an amount or value that does not exceed...