by Christine | Nov 22, 2013 | Estate Planning, Family Business, Small Business |
What will be the most likely exit scenario from your business when the time comes? If you own a small business, what will your last day at work be like? What is your exit strategy? The answer hinges on whether your exit will be by design or by default. To exit your...
by Christine | Nov 21, 2013 | Charitable Giving |
A tax deduction for charitable giving isn’t guaranteed just because you’re feeling generous. As with everything in tax law, it’s important to follow the rules. As the holiday giving season begins with the tax year ending shortly thereafter, now is a good time to plan...
by Christine | Nov 20, 2013 | Asset Protection, Estate Planning |
Here are some potential pitfalls to keep in mind for couples who are thinking of keeping some or all of their assets separate. When two people have lived together outside of marriage for some time, the question of who owns what can get downright confusing. Obviously,...
by Christine | Nov 19, 2013 | Estate Planning, Family, Family Meeting |
A productive family meeting can have a profound impact not only on the individual family members who attend, but also on all those they interact with afterwards. Communication is key when it comes to estate planning. In fact, the entirety of an estate plan –...
by Christine | Nov 18, 2013 | Elder Care, Elder Law, Estate Planning |
If you’re handling the finances for an older family member or are about to do so, some sticky challenges can pop up quicker than you think. Managing your personal finances can be a challenge. But what if you had to manage money for someone else? Managing the finances...
