Oct 15, 2025 | Business Valuation, Estate Planning, Gift & Estate Tax Valuation
Estate planning is an important step in preparing for the future—both for yourself and your loved ones. An essential part of this process is obtaining a business valuation for estate planning. If you are a business owner, understanding the value of your company is...
Oct 6, 2025 | Estate Planning, Gift & Estate Tax Valuation, Gift and Estate Tax
If you own a business, estate planning involves more than simply drafting a will—it is about securing the future of everything you have built. A business valuation for estate planning is one of the most crucial steps in planning for the future of your business....
Sep 16, 2025 | Estate Planning, Gift & Estate Tax Valuation, Gift and Estate Tax
An estate tax valuation determines the fair market value of assets within an estate. While it is often used after someone passes away, estate valuations can serve many purposes. They are typically helpful for gifting, estate planning, or preparing for future tax...
Aug 21, 2025 | Estate Planning, Gift & Estate Tax Valuation, Gift and Estate Tax
Understanding gift and estate business valuations helps business owners plan for the future. Whether you are passing a company to family or preparing for unexpected events, knowing the business’s worth is essential. A business valuation supports long-term goals and...
Aug 15, 2025 | Estate Planning, Gift & Estate Tax Valuation, Gift and Estate Tax
Administering an estate involves a series of critical legal and financial responsibilities, many of which have deadlines. One of the most important steps in estate planning is to obtain an estate tax valuation. This is especially important in estates with considerable...
Aug 7, 2025 | Business Valuation, Estate Planning, Gift and Estate Tax, valuation discounts
Are you interested in learning about valuation discounts for estate planning? Transferring a business is a common part of planning for an estate. But did you know you may not have to transfer it at full value? Many business owners qualify for valuation discounts for...
