Estate planning – the generational transfer of wealth – can be an important financial planning tool for people regardless of the size of their estate. In this recorded webinar, Lisa Mrkall, CPA, MBA, Partner, and Adam Ohar, CPA/ABV, Principal, discuss important estate planning documents such as wills, financial power of attorney, advance health care directive, […]
On June 6, 2024, The U.S. Supreme Court, in a unanimous decision, held that life insurance proceeds received by a corporation to fund a shareholder redemption agreement increased the corporation’s value for estate tax purposes. Since December 2023, estate planning professionals have been closely monitoring the Supreme Court’s June 6, 2024 decision in Connelly v. […]