March 27, 2014 |
Where Not To Die, Part II
As we told you a week ago, in addition to federal estate taxes, state estate taxes form a crazy quilt of different rules across the ...
Learn MoreWhere Not To Die, Part II
As we told you a week ago, in addition to federal estate taxes, state estate taxes form a crazy quilt of different rules across the country. So much so that Forbes Magazine recently published an article on “Where Not To Die in 2014.”
Any guesses as to which state is the worst?
Schedule a meeting with a member of our advisory team
Blogs for March 2014
March 26, 2014 |
Some Strategies To Shield Your Money
If you wish to protect your money or assets or are about to receive a sudden windfall such as an inheritance, you may want to ...
Learn MoreMarch 25, 2014 |
Now What?: Dealing With Remorse After Selling A Company
Most entrepreneurs have the same idea; build their company and then sell it for big bucks. But most owners who do that usually end up ...
Learn MoreMarch 20, 2014 |
How To Handle Leaving Unequal Amounts To Your Children
Many parents divide their assets equally among their children. That’s the easy way. But what if you want to give more to one child than ...
Learn MoreMarch 19, 2014 |
Assisted Suicide Case Dismissed
A judge in Pennsylvania has thrown out a case of assisted suicide lodged against a nurse who was charged with murder last year for allegedly ...
Learn MoreMarch 18, 2014 |
Where Not To Die
Although the federal estate tax exemption has been raised to a generous $5.3 million, what about the states? The truth is that, despite the large ...
Learn MoreMarch 13, 2014 |
Keys To Selling Your Family Business
There are plenty of challenges to running a successful family business. But they can look like a hop, skip and a jump compared to the ...
Learn MoreMarch 12, 2014 |
Teenager Gets $25 Million Fortune – With One Catch
Actor Paul Walker of Fast & Furious fame, who died in a car accident in November, left his entire fortune of $25 million to his ...
Learn MoreMarch 11, 2014 |
‘Gifting’ May Be Penalized By Medicaid
While people can “gift” up to $14,000 each to anyone they want to each year without tax penalty, that tactic is not going to fly ...
Learn MoreMarch 6, 2014 |
Florida Court Ruling Provides Guidance For Those Using Trust For Asset Protection
A recent appellate court ruling in Florida gives former spouses the legal grounds to take funds from a type of trust that was thought to ...
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