March 20, 2017 |
Fixing A Business Succession Planning Problem
Consulting with an experienced business succession planning attorney is strongly recommended in the event that you have connections to another company. If you want to ...
Learn MoreFixing A Business Succession Planning Problem
Consulting with an experienced business succession planning attorney is strongly recommended in the event that you have connections to another company. If you want to transfer your business to a successor or if you are getting ready to retire or slow down, it is important to identify the appropriate business succession planning process to make things as easy as possible on your successors as well as to minimize taxes. Most people put this process off because they assume their exit in the business is so far off they don’t need to think about it. However, a sudden event like a disability can happen at any time.
There are several common problems associated with business succession planning. These include:
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Blog
March 17, 2017 |
What You Need to Know About UTMA Regret
When you set up a custodial account for your child under the Uniform Transfers to Minors Act, you may have the best of intentions that ...
Learn MoreMarch 16, 2017 |
Estate Planning From Inventory to Structure
Once you know that you need a solid estate plan to help you accomplish your goals, the next step is to conduct an inventory. ...
Learn MoreMarch 15, 2017 |
Did You Know That IRA Assets Are Not Completely Protected Unless You Use a Standalone Retirement Trust?
Without any advanced planning, your retirement assets do give you some protection against creditors, but it’s not comprehensive. If you want to increase your overall ...
Learn MoreMarch 13, 2017 |
Special Needs Trust Administration
Most parents of special needs children understand that taking action steps to plan for the future is imperative. One of the most common ways to ...
Learn MoreMarch 9, 2017 |
Leave a Legacy & Note Note for Your Family with Estate Planning
Approaching the topic of death is never easy, but it might help to reframe the estate planning process by viewing it as your way to ...
Learn MoreMarch 8, 2017 |
Millennials Need Estate Planning, Too
If you ask any Millennial what’s on tap for them in the next several years, there’s a good chance they’ve got a list with all ...
Learn MoreMarch 7, 2017 |
This Estate Planning Mistake Could Leave You with Significant Consequences
If you realize after the fact that you and your spouse did not have your account set up properly, all of the estate planning that ...
Learn MoreMarch 6, 2017 |
Estate Planning for Younger Families
Many younger families put off the process of engaging in estate planning or consulting with an attorney because they think they are too healthy, too ...
Learn MoreMarch 2, 2017 |
Why an Estate Plan Needs a Lifetime Approach
The right estate plan is a group of small plans that all work together in order to create a comprehensive plan for your business, your ...
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<p>The post The Power of Gifting: A Smart Strategy for Estate, Tax, and Financial Planning first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
