by Christine | Sep 7, 2012 | Estate Planning, Gift |
Given the uncertainty surrounding next year's taxes, here is a reassuring thought: One of Uncle Sam's most useful tax benefits isn't expiring, shrinking or otherwise under threat after 2012. Experts call it the "annual gift exclusion." Been...
by Christine | Sep 6, 2012 | Estate Planning, Marriage, Retirement |
For couples over the age of 60, cohabitation is becoming increasingly common, even when the partners would prefer to get hitched — a decision that's often financially driven. "This is absolutely a growing trend." Marriage is a big decision, whether...
by Christine | Sep 5, 2012 | Estate Planning, Trusts |
Can you force a grandchild to take a drug test in order to receive an inheritance? Insist your heirs use trust funds only for tuition at your alma mater? Make sure your wife's future husbands can't run through money you worked hard to earn? In many cases, the...
by Christine | Sep 4, 2012 | 2013, Estate Law, Estate Tax, Gift Tax, Trusts |
“You Must Act Now!” “The Now Moment Has Arrived.” Late-night infomercial pitchmen? Nope. Wealth planners breathlessly warning prospective clients that they have only until Dec. 31 to seize a “historic” opportunity to transfer millions to kids and grandkids, tax free....
by Christine | Sep 4, 2012 | Estate Planning, Family Business, Small Business, Succession Planning |
There are a number of reasons you might want to put your name on your business. But before you launch your eponymous company, project yourself into the future—the very reason you’ve chosen to name your company after yourself may be the reason you...
