P. Haans Mulder

In the recent bills to change the tax code, there’s an effort to prohibit planning that’s very beneficial to passing a family business to the next generation. This planning has become known as an installment sale to a grantor trust. This is how it works. G1 (the current owners of the family business) form one

Since the Georgia Senate election and Democrats gaining enough votes to pass tax legislation on their own, it’s been anticipated that changes will be coming to the estate/gift tax. Vermont Senator Bernie Sanders has now introduced a bill that would do just that and make significant changes to these laws. The bill would lower the

More than half of people in the United States give to charitable and faith-based organizations during their lives. However, it’s estimated that less than 10% leave a portion of their estate to these organizations when they pass away. It’s not known why there’s such a difference between these two time periods. Regardless of the reason,

There are a variety of ways to financially support charitable organizations and their causes. The most common are giving cash and making out a check. But, other options (i.e. giving appreciated investments like stock, mutual funds, and real estate) are often better for income tax purposes. Business owners have another option because they own privately

Haans Mulder and Jessica Arends presented a seminar via Zoom on how to have tough conversations with parents or loved ones. Many times a parent will say, “it’s all taken care of” when asking about legal documents, health, and housing wishes. If more information was shared and crucial conversations were held, it could ease the

COVID has exposed or reminded us of a number of difficult truths and one of them is the fragility of our health. We don’t know when we’ll have serious health issues or pass away. You can proactively help your family or loved ones by setting up an estate plan that gives them a legal roadmap

Summer is the season for cottages and enjoying lakes. Cottages are places where family and friends enjoy time together and create memories. For many families, cottages are an important part of their relationships and as their children get older, they eventually come back with their own kids. It becomes an experience that can be enjoyed