Topics: Estate & Gift Planning
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Worrying About Estate Taxes?
How to determine if you need to worry about estate taxes Among the taxes that are being considered for repeal as part of tax…
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Are Income Taxes Taking a Bite Out of Your Trusts?
If your estate plan includes one or more trusts, review them in light of income taxes. For trusts, the income threshold is very low…
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Shielding your individual wealth today
Like many affluent individuals, you’ve probably worked hard for years to accumulate assets and create wealth. But have you taken steps to protect your…
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Key deadlines for the remainder of 2017
While April 18 was the main tax deadline this year, there are others through the rest of the year that are important to be…
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Listen and trust: The power of Listen and trust: The power of collaborative management
Many business owners are accustomed to running the whole show. But as your company grows, you’ll likely be better off sharing responsibility for major…
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Do you need to file a 2016 gift tax return by April 18?
Last year you may have made significant gifts to your children, grandchildren or other heirs as part of your estate planning strategy. Or perhaps…
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Succession planning and estate planning must go hand in hand
As the saying goes, nothing lasts forever – and that goes for most companies. Then again, with the right succession plan in place, you…
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Identify all of your company’s retirement plan fiduciaries
Your company probably offers its employees a retirement plan. If so, can you identify all of your retirement plan fiduciaries? From a risk management…
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ESTABLISHING YOUR SUCCESSION & ESTATE PLANNING GOALS
Like many business owners, you probably have much of your wealth tied up in your company. And this fact may be creating a conflict…
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Selling isn’t an owner’s only liquidity option
An outright sale isn’t the only option for business owners who seek liquidity. If you need to raise cash yet still want some control…