by Arthur Geffen | Mar 15, 2023 | Estate Planning, Estate Planning Solutions, Estate Tax, Wealth Planning
A bear market in stocks may be painful, but it can create the right circumstances for estate planning. Last year, U.S. stocks reached bear market territory, which is defined as a drop of 20% in value from recent record highs. The markets aren’t out of the woods just...
by Arthur Geffen | Oct 21, 2013 | Wealth Planning
One popular yet confusing estate planning tool is the Family Limited Liability Company (FLLC). FLLCs are frequently created as part of an estate planning strategy used to facilitate gift giving to a person’s children and grandchildren. FLLCs are also used to...