Welcome to our summer newsletter. As we bask in the warmth of the season,
we are excited to share with you an array of updates affecting your finances.
In this edition, we delve into a compelling case study that highlights how a
wealthy business owner reduced her estate tax exposure while retaining control
over her assets. Our ever-popular “Bill’s Brief” provides a concise overview of a
recent Supreme Court case that will have significant impact on many family and
closely held businesses that have stock redemption buy-sell plans. Additionally,
our economic commentary offers an in-depth analysis of markets and current
economic conditions, helping you stay informed and prepared for what lies
ahead.

Read the full Report