by Christine | Jun 10, 2013 | ESOP, Estate Planning, Exit Strategy, Family Business, Small Business |
Dawn Huston, 31, started working at Dansko 11 years ago, sorting shoes for delivery. Now a warehouse processor, she said the idea of owning a piece of the company made her nervous at first—though she wasn’t worried about her retirement savings, since the company...
by Christine | Jun 6, 2013 | Estate Planning, Trusts, Wills |
Circumstances change over the course of a lifetime—and your documents need to keep pace. Grandchildren enter the picture, as do second spouses and sons-in-law. Estate and gift tax exclusion limits move up and down. When you create your estate plan, it is important...
by Christine | Jun 4, 2013 | Estate Law, Estate Planning, Family Planning |
Unfortunately, estate planning can cause family feuds over inheritance, often leading to litigation that can become lengthy and costly with no clear winner. From our experience, family litigation occurs not from a lack of trying to solve the issue, but from a lack of...
by Christine | May 29, 2013 | Elder Law, Estate Planning |
People are calling "family meetings" nowadays not only to deal with their parents' health issues but increasingly to sort out their finances as well. No communication is bad communication. So regardless of how hard certain "talks" can be, there...
by Christine | May 28, 2013 | Estate Law, Estate Planning |
This post concerns potential estate tax saving from establishing a separate revocable trust for each spouse and dividing the marital estate between the two trusts. What is a "unified credit" and how does it affect your estate plans? Forbes recently shed some...
by Christine | May 22, 2013 | Elder Care, Elder Law, Estate Planning |
“To the extent that there is a disconnect between parents and their grown children on these financial topics, our data show that families can look to mom to help bridge that gap,” says Lauren Brouhard, senior vice president of retirement in Fidelity’s Personal...
