June 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 MoreMinimize 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 about the best way to distribute assets and how the methods you choose influences the beneficiary’s life.
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May 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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May 28, 2014 | Business Planning
Tax and Structure Considerations for Buy-Sell Agreements
A buy-sell agreement needs to be written properly in order to ensure that it’s effective for invested parties. There are some specific aspects that should ...
Learn MoreMay 27, 2014 | Beneficiaries
Special Planning for Second Marriages: Lessons Learned From Casey Kasem
The recent news hoopla over Casey Kasem illustrates an important lesson for planning your own estate: things may change when you throw a second marriage ...
Learn MoreMay 26, 2014 | Asset Protection Planning
Overseas Bank Accounts: What Do Small Business Owners Need To Know About FBAR?
In the even that a foreign partnership owns foreign bank accounts with aggregate balances over $10,000 (US) on any particular date, the business owner should ...
Learn MoreMay 23, 2014 | Asset Protection
Estate Planning For Your House: Irrevocable Trusts
A transfer of assets outright may not be the best solution as this has been known to create undesirable outcomes. In the case when planning ...
Learn MoreMay 22, 2014 | Beneficiaries
Your IRA: Top Tips For Passing Down Your IRA To Children
Those who have spent a good amount of time contributing to their IRA might have questions when it’s time to decide beneficiaries. For example, is ...
Learn MoreMay 21, 2014 | Creditor Protection
Married Couples without Children: Estate Planning Recommendations
Your individual estate plan is going to depend largely on your personal situation and the goals you have for your assets. That being said, one ...
Learn MoreMay 20, 2014 | An S Corporation Tax Strategy: Can You Eliminate Current Income Taxes on Company Profits?
An S Corporation Tax Strategy: Can You Eliminate Current Income Taxes on Company Profits?
In a recent article by the Wall Street Journal, a potential possibility for limiting tax liability is being considered on the heels of the two ...
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