Intrafamilyy loans can play an important part in estate and gift planning.
When You a Lender Be
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Estate Planning
Smart Giving Strategies
Landing and giving money to family members can carry emotional baggage, but is still useful in estate planning.
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.
Without Follow through and Communication, Estate Plans Fail
Three true tales illustrate the important of followup and communication when it comes to helping estate planning documents do their work when the time comes….
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.
Will You Plan to Transfer the Business Itself, or Only its Value?
There are two elements inherent in any for-profit enterprise – control and value. Estate planning for business owners involves deciding what combination of the two is most appropriate.
Good for Grandparents, Soon-to-be Better for Grandkids’ Education
Law change will help grandparents help their grandchildren with college costs…
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.
