October 8, 2021 •
Estate Planning ![]()
What happens at your company when a shareholder dies or becomes disabled, or wants to leave? These are just two of the potential scenarios that can be properly addressed with a buy-sell agreement.
Read MoreJuly 29, 2021 •
Estate Planning ![]()
President Biden’s proposal to eliminate the step-up for calculating inheritance taxes targets a tactic that has long been a wealth-preservation tool. What are some of the ramifications of the proposal and what, after political wrangling, could be the tax implications for large inherited assets?
Read MoreJune 17, 2021 •
Estate Planning ![]()
The documents may still be valid but if they are stale or outdated, you may spend significant money trying to use them down the road.
Read MoreApril 28, 2021 •
Estate Planning ![]()
If you plan to pass your business to your offspring, there is more to keep in mind when creating your succession plan than your descendants—there are also their spouses—especially if they become ex-spouses.
Read MoreApril 9, 2021 •
Estate Planning ![]()
Under current rules, the federal estate tax won’t ever affect you, unless you’re quite wealthy. However, that could change rapidly, even if you are far from rich.
Read MoreDecember 22, 2020 •
Estate Planning ![]()
If you get bogged down with a high balance that you can’t easily afford to pay off, it can take years to get out of debt. However, what happens to your credit card debt, if you die before you’ve repaid it?
Read MoreNovember 23, 2020 •
Estate Planning ![]()
Do you have accounts, records or information that are accessed using your mobile phone, through an internet connection, or by using a keyboard or through a touch-screen or tablet?
Read MoreAugust 19, 2020 •
Estate Planning ![]()
If you think of estate planning as something only ultra-wealthy people need to do, you're not alone. That's a common misconception.
Read MoreJuly 20, 2020 •
Estate Planning ![]()
Estate planning documents often are treated like the photocopied permission slip for a child’s field trip. You fill in your name, include the children’s names and dates of birth and sign. The document is filed away to be used if needed, but you really never expect it to be used.
Read MoreJuly 16, 2020 •
Estate Planning ![]()
When the Spanish painter Pablo Picasso died of a heart attack on April 8, 1973, he left behind not only a huge artistic oeuvre of 50,000 works, but enough family drama to cover several generations.
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