Where family businesses are concerned, succession planning receives a deserved amount of focus – but that focus tends to be on deciding who will take
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Priceless, Worthless and Yet Entirely Taxable: Art, Antiques and Ivory Valuation / York, PA
The antique trade is in an uproar about what’s being called “the ivory mess,” and new regulations by the Fish and Wildlife Service (FWS)
Giving Doctors What They Need to Know: Who Makes Your Decisions for You? / York, PA
But despite my checks and balances, I had almost allowed the wrong person to make crucial decisions for this vulnerable patient. And I had nearly
Insuring an Estate Tax Liability / York, PA
Many successful business owners and senior executives face the seemingly opposing needs to pay estate taxes and simultaneously ensure that adequate funds are available in
A Buggy Inheritance / York, PA
Institution seeking judge’s help to alter Carl J Drake’s will, who left the museum money to buy more bugs, now considered ‘wasteful’ You commit to
Intellectual Property and Selling Your Business / York, PA
Picture yourself at the table negotiating the sale of your company. Are you worried about any intellectual property(IP) skeletons in your closet? In every beginning
Filling in the (Estate Planning) Gaps with a Letter of Intent / York, PA
One element of estate planning that is little discussed but can be very useful is the Letter of Intent. Generally contained within an estate plan,
Art – In the Eye of the Beholder? / York, PA
The value of a particular work of art depends on various objective and subjective factors, which often lead to varying opinions as to the work’s
Think Twice: Trusts as IRA Beneficiaries? / York, PA
Consider the consequences of using a trust as an IRA beneficiary carefully. Make sure the results are what you would want for your spouse or
Preventing Inheritance Wars / York, PA
The specifics don’t matter: where inheritance is concerned, both in terms of monetary value and sentimental value, emotions can run high – and the fallout
Is this a Hot Time to Sell Your Business? / York, PA
If you’re a business owner, chances are good you’ll get some of those calls [from potential buyers of the business] too. The M&A market is
Wills, IRAs and Inheritance Pitfalls
Most people aren’t aware that their wills don’t have the final say concerning assets held in retirement accounts — 401(k) plans and individual retirement accounts
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Latest Posts
- It’s Not Enough Just to Have Documents Proofed!
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- Celebrity Estate Planning Mistakes: More Lessons from the Rich and Famous
- What Celebrities Can Teach Us About Estate Planning: Lessons from Elvis to Gandolfini
- Why You Should Create An Asset Protection Trust