by Christine | Jun 13, 2012 | Estate Planning, Gift, Stock |
If you want to give a high-school or college graduate a gift with a big financial impact, go beyond writing a check. Giving the gift of investing—with individual stocks, bonds or investment accounts and even some financial planning—will help a young adult get started...
by Christine | Jun 12, 2012 | Estate Planning, Inheritance, Trusts |
F. Scott Fitzgerald observed that the rich are different, but that does not mean an heiress can adopt her 65-year-old ex-husband to increase her family's claim to a billion dollar inheritance. You can pick your husband and, if you adopt, you can even pick your...
by Christine | Jun 8, 2012 | Estate Planning, Farms, Succession Planning |
So, you are ready to retire. You’ve worked hard for many years and you now look forward to spending time with grandchildren, fishing, golf or taking that long-delayed trip to Hawaii. However, there are just a couple problems that may need to be resolved. First, who...
by Christine | Jun 7, 2012 | Estate Planning, Gift Tax, Interfamily Loans |
With the government's $5.12 million gift-tax exemption set to fall to $1 million at year-end, more families are using the current leeway to do some financial housekeeping, experts say. The clock is winding down on the first half of 2012 – the “Year of...
by Christine | Jun 6, 2012 | Asset Protection, Estate Planning, Trusts |
Executive-liability insurance is often the first line of financial defense for executives and directors caught up in litigation such as investor lawsuits. For others without such coverage, asset-protection trusts are the way many insulate their wealth from claims....
by Christine | May 29, 2012 | C Corporation, Entity Structure, Estate Planning, Inheritance, S Corporation, Small Business |
But if you have a corporation—one you formed or inherited—should it be S or C? What does this alphabet soup even mean? A business is what you make of it, and that’s not just a marketing tactic or a business school platitude. When it comes to structuring your business,...
