December 5, 2014 |
4 Steps For A Family Business Succession Plan
While many business owners hope to keep the company in the family, it doesn’t always fall out that way. Make sure you know your family ...
Learn More4 Steps For A Family Business Succession Plan
While many business owners hope to keep the company in the family, it doesn’t always fall out that way. Make sure you know your family member’s intentions before approaching the planning process. Knowing your intentions and the goals of your heirs can be extremely helpful for telling you what you need to consider in a succession plan. These four tips will help guide your choices if you and your heirs do plan to keep the business in the family. 
Step 1: Establish the Goals and the Process
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Blog
December 4, 2014 |
Holiday Gifting Guide: The Gift Tax and Your Estate
With the end of the year and the holiday season approaching, both individuals and married couples are looking to maximize gifting opportunities while minimizing ...
Learn MoreDecember 3, 2014 |
Small Business Year-End Tax Planning
According to the Small Business Administration, small businesses typically pay tax rates from between 13.3% (for sole proprietorships) up to 26.9% (for S corporations). Regardless ...
Learn MoreDecember 2, 2014 |
Miller Trusts Now Approved In New Jersey
A much-awaited change has now come to New Jersey. In the past, two programs related to elder care determined eligibility in New Jersey: the ...
Learn MoreDecember 1, 2014 |
How To Handle a Financial Windfall, Like Royalties
Certainly, experiencing a financial windfall can be a positive experience, especially during the holiday season. The downside of earning royalties or bonus money, however, is ...
Learn MoreNovember 28, 2014 |
Study Shows Higher Confidence About Retirement
According to new research from the Employee Benefit Research Institute, Americans who are approaching the retirement window are more confident than in recent years. The ...
Learn MoreNovember 26, 2014 |
Thanksgiving Message from Neel Shah, Managing Attorney
We have so much for which to be thankful this year. Managing attorney Neel Shah recorded this quick video with his wife, Pinky Shah of NJ ...
Learn MoreNovember 25, 2014 |
Can You Trusts and Estate Advice From a Non-Attorney?
Most people putting together a comprehensive estate plan may involve other professionals like a CPA, Financial Advisor or Insurance Professional, but you should always be ...
Learn MoreNovember 24, 2014 |
Key Tips for Out-of-State Retirement
A new report from Bankrate has reviewed the best state for retirees to head off to in their golden years, and Florida did not make ...
Learn MoreNovember 20, 2014 |
To Convert Or Not To Convert: Roth IRAs
Any decisions you make about converting your Roth IRA should be evaluated in light of taxes and your entire estate plan. You need to consider ...
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