by Christine | Apr 30, 2013 | Estate Planning |
The fact that my life had instantly transitioned into a foreign, new reality was finally processed for me when my dad’s business partner showed me around their recycling business—a venture that I knew absolutely nothing about. Managing your own personal finances can...
by Christine | Apr 29, 2013 | Credit Shelter Trust, Estate Planning, Estate Tax, Portability, Trusts |
Even if your state has no estate or inheritance tax, there are other reasons to have a credit shelter trust. Here are a few … Even amongst recent tax law changes, there are certain estate planning tools that are still good ole’ standbys for your estate plan. ...
by Christine | Apr 26, 2013 | Estate Planning, Exit Strategy, Small Business, Succession Planning |
There are myriad ways to begin the exit process from your business without giving up management control. [Here] are some ideas to structure for an eventual departure, without having to hand over the keys to the business right now. Business succession planning...
by Christine | Apr 25, 2013 | ATRA 2012, Budget, Estate Tax, Federal Estate Tax, Inheritance Tax |
Although the new $5.25 million exemption shields the vast majority of estates from federal taxes, state estate taxes are alive and well. Currently, 21 states and the District of Columbia impose some type of death tax, and most kick in at a level much lower than the...
by Christine | Apr 24, 2013 | Digital Assets, Digital Estate Planning, Virtual Assets |
Google on Wednesday became one of the first major Internet companies to put control of data after death directly into the hands of its users. Technology has changed the way we view assets, as we now have virtual assets to protect in addition to our tangible property....
