Should You Sell Your Family Business?
As a business owner, at some point you might find yourself asking if you should sell your business.
Measuring Your Emotional IQ is the Key to Successful Ownership Transitions
With more than 60 percent of privately-held businesses owned by those in their sixties and older, transition is a reality. It requires proper planning and action from owners who are rarely prepared for the emotional impact that transition brings.
Take Advantage of Opportunities Now!
The past few years have certainly been challenging from the standpoint of planning for taxes. Because of this, many feel that they should [...]
The Roths are coming, The Roths are coming
Roth Conversions. The question is, ‘Should you do it?’ That demands a typical lawyer’s answer…..It depends. Why is the Roth so attractive? The [...]
Three Critical Ways to Protect the Future of Your Business
Getting organized and making a plan for the future are integral steps to ensure your business continues to thrive as you move into [...]
With the New Tax Law, Do I Still Have to Plan?
By now you’ve heard that Congress has acted to change the tax law. Tax rates were lowered and Federal estate tax exemptions were [...]
Finding My Legacy
When I went to law school, I knew that I wanted to become a tax lawyer. So I took all the tax courses [...]
Estate Planning: “We’ll get around to it someday…”
I was honored to meet Bill Moller as I talked with him about Estate Planning over the 4th of July weekend a few [...]
Estate Planning Goals – What Really Matters
Many people are being lulled into complacency thinking they don’t have to update or do estate planning because exemptions are so high that [...]
Helping Aging Parents
Sometimes, our parents stand in the way of helping themselves. We ask about their estate plans, health care concerns, continuing care issues and [...]