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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

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

The basis of modern financial management rests on the promise that you can pass along what's left to future generations. Yet, the likelihood of your

While many popular gifting strategies involve charities, gifting to family members can be equally rewarding. Here are a few easy approaches that can reduce or

A thoughtful distribution of your “stuff” is a gift more valuable than any item. After all, … “The last thing you want when you die

IRA holders have two ways to “stall” adult children or other heirs from doing an immediate cash-out of the IRA when the surviving spouse dies.

It may seem like a great idea: Parents, either because they want to help their kids out, or to reduce the taxable value of their

The big problem with facade easements is valuation. Knowing something is of value is one thing. However, being able to prove the value is something

If your parents live in one of 29 states or Puerto Rico that has filial responsibility laws on the books, you could potentially be held

Advisors say it doesn’t happen often, but parents who divide their assets unevenly are playing with fire. That said, there are things they can do

These two experiences taught me a lesson about family businesses. Making a family business a family legacy takes planning and preparation. While each family business

The numbers also show that roughly one in three businesses pass to the next generation.  Just about 10% of family businesses pass to the grandchildren’s