June 11, 2014 |
Buy-Sell Agreement Checklist
How do you know that your agreement is crafted properly? There are a few clues that should give you the peace of mind for what ...
Learn MoreBuy-Sell Agreement Checklist
How do you know that your agreement is crafted properly? There are a few clues that should give you the peace of mind for what happens in a variety of events. Here’s what should be included in a basic buy-sell.
Your agreement should include a minimum list of events that can “activate” the trigger for remaining owners to purchase interests of a shareholder that’s departing. These include incapacity, bankruptcy, professional license loss, death, disability, retirement, and failure to carry out duties properly.
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Author: ron_rasco
June 10, 2014 |
Is There a New Paradigm in Estate Planning?
Although more and more people are realizing the importance of estate planning, it’s possible to overlook the opportunities and to walk away with very basic ...
Learn MoreJune 9, 2014 |
Tips for Choosing a Trustee
Don’t overlook the importance of selecting a proper trustee for your estate planning. Regardless of the type of trust you are planning to use, you ...
Learn MoreJune 6, 2014 |
Looking for a new charitable gifting idea? Try Bitcoins
The IRS is never too far behind the trend when it comes to new forms of tax revenue, and with their recent tax stipulations regarding ...
Learn MoreJune 5, 2014 |
Inheritance Taxes and State Estate Taxes
On top of federal estate taxes to which your estate can be subject, you may also need to plan in advance for state estate and ...
Learn MoreJune 4, 2014 |
Durable Powers of Attorney and FBAR
A new reference guide from the IRS has some guidelines for Reports of Foreign Bank and Financial Accounts (FBAR). There are several issues highlighted in ...
Learn MoreJune 3, 2014 | Trusts
Time for New Jersey Residents to Reconsider the DING Trust
In light of today’s federal and state income tax environment, those living in high income tax states, like New Jersey, are always looking for options ...
Learn MoreJune 2, 2014 | Estate Taxes
Minimize Estate Taxes Through Gifting
Your estate planning goes farther than figuring out who should be named as a beneficiary and how much they should receive. Comprehensive planning also thinks ...
Learn MoreMay 30, 2014 | Beneficiaries
It’s not all about the cash: Passing on Wealth and Wisdom
It might feel overwhelming to put together your estate plan, but it’s a good tool for you as well as your children. Taking care of ...
Learn MoreMay 29, 2014 | Aging in Place
Guardianship for a family member with Alzheimer’s
May was celebrated as Elder Law Month, and as the baby boomer generation ages, guardianship of an elder may be a growing concern. Although guardianship ...
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