by Christine | Jul 16, 2013 | Estate Planning, Family Home, Real Estate |
How do children nudge often-reluctant parents toward making sound and fiscally smart decisions about the future of the family home? The family home is more than likely the most important or valuable asset in one’s estate. So it makes sense to include...
by Christine | Jul 15, 2013 | Corporation, Family Business, Minority Shareholder, Small Business |
In family businesses, there are two main ways stock gets diluted: it gets passed on to employees or it’s passed down through the generations. We often see the first situation occur in families when owners give out shares to non-family executives as part...
by Christine | Jul 15, 2013 | Uncategorized |
“The whole issue of measuring and metrics and trying to have impact data is, I think, a very contemporary part of philanthropy,” said Thomas E. K. Cerruti, former personal lawyer to Sam Skaggs, a billionaire philanthropist who made his fortune in supermarkets and...
by Christine | Jul 12, 2013 | Estate Law, Gift Tax |
Here is some background on what is known as the "annual gift-tax exclusion." You can give away as much as $14,000 this year to anyone you want—or to each of as many people as you wish—without any tax considerations or burdensome paperwork. The recipient can...
by Christine | Jul 11, 2013 | Uncategorized |
In 2012, I earned only $25,000, but I have $300,000 in stocks. I have individual health insurance. Will I be ineligible for a subsidy beginning in January because I am presently insured, or because I have large assets? If you have not heard, there still are many...
