September 17, 2014 | When to Use a Family LLC
When to Use a Family LLC
Most people have heard about LLCS, but you might not be aware of the best situations to use them when it comes to your family. ...
Learn MoreWhen to Use a Family LLC
Most people have heard about LLCS, but you might not be aware of the best situations to use them when it comes to your family. Essentially, a family LLC is an estate planning tool for holding assets or transferring them to succeeding generations.
The people most likely to use a family LLC are those individuals who want to keep family assets together and intact, managed only by a limited number of people. As an LLC manager, you’re in control while you’re alive, but you can also exercise control in selecting who will manage the LLC after you pass away.
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Blogs for Family Limited Partnerships
May 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 MoreApril 17, 2014 |
What About Blended Families?
Planning for blended families presents particular challenges when it comes to ensuring your wishes are carried out. While every situation is unique, here are a ...
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 MoreJanuary 7, 2014 |
Leaving the Vault Open: A Revocable Trust Will Not Protect You From Creditors.
One popular misconception concerning estate planning is that any trust will protect an individual’s assets from creditors. However, as a recent article explains, this is ...
Learn MoreDecember 12, 2013 |
How to Plan for, or Avoid, Transfer Taxes
As a recent article suggests, estate planning encompasses a lot more than most people would think. Not only does estate planning allow you to structure ...
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September 3, 2013 | Estate planning
Planning for Blended Families: Part I – Intake Process
The “blended family” comprises a fast-growing segment of U.S. households. Whether you arean attorney or investment advisor, there is an advantage in taking some time ...
Learn MoreJanuary 16, 2013 |
What is a Family Limited Partnership (or Family Limited Liability Company)?
There are many sophisticated estate planning strategies available to affluent families to ensure that the majority of their hard earned money stays within the family, ...
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<p>The post The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Are You Paying Taxes Today That You Could Be Planning Around? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
