by Christine | Sep 19, 2013 | Business Succession Planning, Family Business, Small Business |
There any many reasons why patriarchs and matriarchs often have great difficulty letting go of the power and ownership of the family business. These may include (as with Queen Elizabeth) a fierce sense of duty, intense popularity, deep familiarity with the business, a...
by Christine | Sep 18, 2013 | Elder Law, Estate Law, Foreign Retirement, Retirement, Retirement Abroad |
A U.S. tax crackdown is coming for foreign retirement plans. While many retirees choose to spend their golden years close to home, others are opting to spend their retirement abroad in a foreign country. Unfortunately, a “foreign” retirement may attract troubling...
by Christine | Sep 17, 2013 | Uncategorized |
Take steps to ensure that the money you inherit will last and help you meet your major financial objectives. Inheritance planning involves several tough decisions for the "giver" in the equation. Who shall get an inheritance? How much should be given? Lots...
by Christine | Sep 16, 2013 | Estate Law, Fertility Treatment, Inheritance, Posthumously Born Heir |
The law is clear on one thing: when a trust document does not address the issue, Ms. Klein said, “children born with the new technology are entitled to inherit with the same rights as a natural-born child.” Planning an inheritance? Just when you feel...
by Christine | Sep 13, 2013 | Elder Law, Estate Law, Retirement, State Law |
If you're thinking of relocating, compare the taxes in potential retirement states to those in your current state. Wherever you retire, you may be eligible for senior-related breaks on retirement income, property taxes and sales taxes. Where do you want to spend...
