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What You Need to Know About Buy-Sell Agreements

If you are co-owner of a business, it is important to plan for what happens if you or another owner exits the business. This is particularly crucial if the company is a partnership or closely held corporation because those remaining will want control over who gets the...

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Disinheriting Your Children Without Ending Up in Court

Most parents want to leave their children an inheritance if they can afford to do so, but that isn’t universally true. There are plenty of parents who decide not to give anything to one or more of their kids or leave them money in unequal shares. While it’s legal to...

read more

Estate Planning: Why Now Is a Good Time to Make Large Gifts

Generosity doesn’t always come with a timetable, but if you have been thinking about when to make large gifts of cash or property to someone, now might be a good time. These unique times we’re all currently living through may make now the best time in recent history...

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How to Raise Successful Children of Wealth

There are numerous stories of wealthy families that over the generations became poorer rather than richer. Overspending and poor financial decisions by the Pulitzer's, Barbara Hutton (Woolworth heiress) and others resulted in the loss of much of the family fortune....

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Additional Tactics to Minimize the Risks of Trust Litigation

Lawsuits by trust beneficiaries are a regular occurrence for several reasons. Often, it is because trusts involve families which means that there may be personal conflicts fueling the underlying litigation. Those issues may make it harder for the parties to settle...

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Four Tactics to Help Minimize the Risks of Trust Litigation

A downside of the U.S. legal system is that it is relatively easy to bring a frivolous lawsuit with little consequence to the party suing. Meanwhile, the one being sued has to waste time and money to defend a baseless lawsuit. Because of this reality, a substantial...

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5 Income Tax Strategies Every Small Business Owner Should Know

We believe strongly that small businesses are critical to our nation’s economy; in fact, 99.9% of businesses in America are defined as small businesses. And if you’re one of the millions of small business owners in America, you know how hard it can be to run your own...

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INSIGHTS

What You Need to Know About Buy-Sell Agreements

What You Need to Know About Buy-Sell Agreements

If you are co-owner of a business, it is important to plan for what happens if you or another owner exits the business. This is particularly crucial if the company is a partnership or closely held corporation because those remaining will want control over who gets the...

read more
Disinheriting Your Children Without Ending Up in Court

Disinheriting Your Children Without Ending Up in Court

Most parents want to leave their children an inheritance if they can afford to do so, but that isn’t universally true. There are plenty of parents who decide not to give anything to one or more of their kids or leave them money in unequal shares. While it’s legal to...

read more
Estate Planning: Why Now Is a Good Time to Make Large Gifts

Estate Planning: Why Now Is a Good Time to Make Large Gifts

Generosity doesn’t always come with a timetable, but if you have been thinking about when to make large gifts of cash or property to someone, now might be a good time. These unique times we’re all currently living through may make now the best time in recent history...

read more