by Christine | Mar 8, 2012 | Business Ownership, Business Structure, Business Succession Planning, Estate Planning, Small Business |
In the early days of starting a business, you might be tempted to gloss over ownership structure, equity stakes, and other seemingly boring details. After all, you might think, as long as you keep taxes low, paperwork uncomplicated, and partners motivated, better to...
by Christine | Mar 5, 2012 | Estate Planning, Trusts, Wealth Transfer |
Despite the bitter economic downturn, one part of the American dream is alive and well: the possibility of sudden wealth… Yet such life-changing windfalls can just as quickly vanish, say advisers who work with those who suddenly become wealthy. If you are setting up...
by Christine | Feb 24, 2012 | Estate Planning |
If you're not running for president, and don't have to worry about public relations, what are the legitimate reasons for moving money offshore? Offshore accounts have been in the news recently and not without reason. For one thing, the IRS has been gunning for...
by Christine | Feb 24, 2012 | Estate Planning |
If you're not running for president, and don't have to worry about public relations, what are the legitimate reasons for moving money offshore? Offshore accounts have been in the news recently and not without reason. For one thing, the IRS has been gunning for...
by Christine | Feb 23, 2012 | Estate Planning, Individual Retirement Accounts (IRA), Inheritance, Inherited IRAs |
Inherited retirement accounts are truly one of those gifts that keep on giving because heirs can benefit for many years without much tax burden, but Congress is starting to talk about curtailing breaks on the accounts. For all the bills, budget proposals, and...
by Christine | Feb 23, 2012 | Estate Planning, Individual Retirement Accounts (IRA), Inheritance, Inherited IRAs |
Inherited retirement accounts are truly one of those gifts that keep on giving because heirs can benefit for many years without much tax burden, but Congress is starting to talk about curtailing breaks on the accounts. For all the bills, budget proposals, and...
