Advisor Newsletter Series
Working to Better Serve Our Clients
State income tax planning with incomplete gift non-grantor trusts.
Incomplete Gift Non-Grantor (ING) Trusts are gaining popularity as a tool for reducing state income tax liability. They may be a good option for individuals in certain states with high income tax rates who also seek enhanced creditor protection.
Preserving your family business.
By Todd Fithian, Special Guest Author
The guest article in the previous issue of this newsletter explored family business succession in terms of the successful transfer of the management of the business, the operation itself. Our special guest author for this issue discusses family business succession in terms of preserving and transferring the history, experience, and knowledge that the older generation has developed; in other words, business succession in human terms.