Estate and Succession Planning for Business Owners: Protecting Your Company, Family, and Legacy
Learn estate and succession planning for small business owners. Protect your company, reduce taxes, and ensure a smooth ownership transition.
Author Archive for: dbaron
Entries by Dan Baron
The One Big Beautiful Bill Act (OBBBA): What It Means for Estate Planning in 2026 and Beyond
The One Big Beautiful Bill Act (OBBBA): What It Means for Estate Planning in 2026 and Beyond After months of negotiation and speculation, Congress has passed the One Big Beautiful Bill Act (OBBBA), a sweeping tax reform bill that significantly reshapes estate planning, trust taxation, and alternative minimum tax (AMT) policy. Building on the framework […]
Leaving a Legacy While Saving on Taxes Through Charitable Gifting
Leaving a legacy to charity is a great way to support your community, make an impact, and save on taxes. There are many charitable estate planning strategies to consider and each one comes with a careful consideration.
How to Avoid the Big Bad Wolf of Probate Court
Find out why probate should be avoided and learn your options for protecting your family and assets from the probate process.
Advanced Directives – My Personal Experience When Planning for the Unexpected
My Story Like many of you reading this article, I never think a major medical disaster could happen to me or, if something did happen, that I would be competent enough to make decisions for myself. Well, as a ‘relatively young’ guy, this was not the case recently when I needed emergency surgery to prevent […]
Business Succession – Where to Start
You’ve spent a lifetime building your business and now it’s time for retirement. So, where do you begin? When developing your business succession plan, it’s important to consider all of your options because each will have a significant impact on your estate plan, taxes, family, and financial well-being. Here are a few helpful tips to […]
COVID-19 Funeral Reimbursement
Did you know that you can be reimbursed for the funeral expenses of a lost loved one that passed from COVID-19? COVID-19 has affected the lives of many Americans and their families, reimbursement of funeral costs is a little way to ease the grief of losing a loved one from this pandemic. The Federal Emergency […]
Benefits Of A Family Trust As Part Of My Estate Plan
Learn how family trusts work, the benefits of establishing a trust instead of a will, and how to get started setting one up.