Intrafamilyy loans can play an important part in estate and gift planning.
When You a Lender Be
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estate and tax planning
Smart Giving Strategies
Landing and giving money to family members can carry emotional baggage, but is still useful in estate planning.
Will Business Partners Be Ready to Sell at the Same Time?
Even for small businesses, there are aspects of law that must be considered during the framing of the business. What if one partner wants to sell out, but the other does not?
Pine Box Estate Planning – It’s Not Just About You
Even business owners who are in good health and who intend to run their businesses up until they die – need contingency planning in consideration of their family members, employees, and customers.
The Two Reasons Many Estate Plans Fail
The two main reasons estate plans fail are lack of follow through and lack of communication…
Estate Planning in Threes, Fours, and Fives
Estate planning considers three things – heirs’ needs, your own situation, and taxes. There are also 4 components and five advisors who need to be involved.
Taking Advantage of the Time In-Between
The SECURE Act has deferred the time when mandatory withdrawals must be taken from IRA accounts. Still, Qualified Charitable Distributions may be made beginning with the account holder’s age 70 1/2.
A Cautionary Estate Planning Tale from Dubai
A news story about a Dubai billionaire’s death highlights the need for careful estate planning and business succession planning.
ESOPs – Where Tax Planning, Retirement Planning, and Estate Planning Meet
ESOP plans are tax-deferred retirement plans that help business owners save taxes, passing along their business interests to chosen individuals.
What Does Title Insurance Have to Do With Estate Planning and Veterans?
Your title presents your rights to your property. Therefore, any transfer of property through a gift or estate planning, needs to consider title insurance.
