by Christine | Jul 10, 2014 | Charity, Estate Plan, Heirs, Wealth Transfer |
Is inherited wealth making a comeback? Is leaving an inheritance a good or bad idea? Well, it all depends on who you ask. For example, a recently published book by French economist Thomas Piketty, “Capital in the Twenty-First Century,” argues that estates are getting...
by Christine | Jul 9, 2014 | Estate Plan, Estate Planning, Taxes |
From checking Unclaimed Property to setting up automatic bill payments, here are some simple tips each of us can use to keep our finances organized this year. Although you may not live in Missouri and it may not be "spring cleaning" season, Missouri State...
by Christine | Mar 14, 2014 | Business Sale, ESOP, Estate Plan, Small Business, Succession Planning |
The 1974 ESOP law and later amendments were designed to encourage employee ownership. Company founders who initially sell just part of their stake and stay on as CEO say the best news comes after the deal: employees start to act more like owners. Ideas formerly kept...
by Christine | Oct 24, 2013 | Estate Plan, Estate Planning, Trusts, Wills |
Before he died in 2010, at the age of 90, Albert made out a will – with a clause. Which brings us back to the Ravenholt family reunion. To receive their share of Albert's wealth, his nieces and nephews are required to attend … Just as in life, the...
by Christine | Feb 21, 2013 | Art, Estate Law, Estate Plan, Estate Planning, Gift, Valuation |
So you have there is this really cool painting that you gave away. Do you want it to be worth a lot or a little? It depends on who you gave it to. Giving someone art rather than dollars can be complicated, especially when it comes to taxes and the IRS. So the...
by Christine | Feb 1, 2013 | Estate Plan, Small Business, Succession Planning |
The conversation around successions can be [sensitive], because it brings up all the same issues one faces when starting a business — only this time, you’re forced to imagine it without yourself in the picture. When it comes to business, succession is perhaps the most...
