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....
by Christine | Apr 23, 2013 | FATCA, International Taxation, Retirement Abroad |
So how should Americans working abroad or with a financial life in two countries manage their finances? Traveling abroad can be exhilarating enough, but living abroad comes with a whole other level of excitement … and even some hitches if you aren’t careful. If you...
by Christine | Apr 22, 2013 | Elder Care, Estate Planning |
Even if a copy of your living will ends up at the hospital with you — that's hardly guaranteed — doctors routinely don't know how to interpret them. They may still leave friends and family confused about what you want. End-of-life decisions are...
