As a business owner, at some point you might find yourself asking if you should sell your business.
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.
The past few years have certainly been challenging from the standpoint of planning for taxes. Because of this, many feel that they should [...]
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 [...]
Getting organized and making a plan for the future are integral steps to ensure your business continues to thrive as you move into [...]
By now you’ve heard that Congress has acted to change the tax law. Tax rates were lowered and Federal estate tax exemptions were [...]
I was honored to meet Bill Moller as I talked with him about Estate Planning over the 4th of July weekend a few [...]
Many people are being lulled into complacency thinking they don’t have to update or do estate planning because exemptions are so high that [...]
Sometimes, our parents stand in the way of helping themselves. We ask about their estate plans, health care concerns, continuing care issues and [...]