by Christine | Jun 20, 2014 | Business Sale, Business Succession Planning, Family Business, Sale |
While valuations aren't out of hand now, offers may climb as competition heats up. Your business is likely an inherent part of your life. The decision to part ways with your business is complicated. It can't be easy to hand over your life's work....
by Christine | Jun 19, 2014 | Asset Protection, Estate Planning, Trusts |
A domestic asset protection trust (often called DAPTs, or just APTs) allows the settlor (the trust creator or grantor) to be a discretionary beneficiary of the trust, while at the same time assuring protection of trust assets from claims of the creditors....
by Christine | Jun 18, 2014 | Estate Law, Estate Planning |
As growing numbers of people use reproductive technology to have children later in life or overcome infertility issues, many affluent Americans are leaving behind “genetic material” that could conceivably add a new heir to the family. Estate planning is all about...
by Christine | Jun 17, 2014 | Capital Gains, Estate Planning, Inheritance, Stock, Taxation |
If you sell stock you inherited, the tax bill is keyed to its value at the time of the original owner’s death. If you’ve just inherited stock or if you’re set to leave behind stock to your heirs, then it is well worth your time to get an idea of the tax treatment you...
by Christine | Jun 16, 2014 | Beneficiary Designation, Beneficiary Forms, Estate Law, Individual Retirement Accounts (IRA) |
Finally your will is finished, and you can sleep soundly knowing that your heirs will receive the assets that you intend. Right? Not necessarily. If you've got a will, you may feel like you are all set when it comes to your estate plans. But does your will have a...
