by Christine | Mar 22, 2013 | Business Sale, Buy-Sell Agreement, Estate Planning, Exit Strategy, Family Business, Small Business, Succession Planning |
Dad wants to eventually sell the family business to his daughter. She has the smarts, drive and desire, and he doesn’t want to work forever. Not only does he want the business to be a success for her; but, part of his retirement income will be dependent on her making...
by Christine | Mar 19, 2013 | Estate Planning, Marriage |
…More than 40% of women and more than half of men over 50 who get divorced end up remarrying, according to Census Bureau data. For folks like these, all sorts of financial considerations can complicate the question of whether and how to go about remarrying. Although...
by Christine | Mar 18, 2013 | Advanced Health Care Directive, Elder Care, Elder Law, Estate Planning, Nursing Home |
This uncomfortable, ethically questionable, confusing scene over Ms. Bayliss’ end of life did not have to happen the way it did. If you don’t want to be in that kind of situation, you need to be responsible for deciding what you want and communicating it to...
by Christine | Mar 15, 2013 | Estate Planning, Same Sex Estate Planning |
… Financial and estate planning is especially important for LGBT parents who adopt …. Having or adopting a child changes everything. Those words really hit home when same-sex couples seek adoption in a mix of state and federal laws. With state laws varied on the...
by Christine | Mar 14, 2013 | Blended Families, Estate Planning |
With more than 50 percent of first marriages failing and 75 percent of the partners remarrying, “blended” families — which include children from earlier unions — have become the norm. When you have a mixture of children and parents of various marriages and...
by Christine | Mar 13, 2013 | Cost Basis, Estate Law, Estate Planning, Inheritance, Stock |
I just inherited some stock from my uncle, and I know that he bought the stock for more than the present cost. Should I find the original cost, or do I use the cost as of the date I inherited the stock? If you ask any accountant or business owner, calculating the cost...
