Introductory Thoughts and Tips for Your Estate Plan

  • May 29, 2016

written by Mark Lamb Most people are aware of the need to plan for their estate, and any age is appropriate...

Are Valuation Discounts on the Chopping Block?

  • August 17, 2015

written by Michael Wirth Now could be the time to transfer interests in family-controlled entities. The use of valuation discounts is...