Succession Planning
Resolving Disputes in Estates with ADR
Staying Out of the Courtroom Preventing and resolving disputes concerning your estate may be one of the most important functions of your estate plan. The reason is simple. Disputes are perhaps the greatest risk to both your financial wealth, and your family. Families are naturally resilient, and can recover from most any trouble. But when…
Read MoreTHE LIFE INSURANCE LLC: A POTENTIAL SOLUTION TO THE BUY-SELL TAX BASIS CONUNDRUM
Life Insurance LLC A “Life Insurance LLC” can creatively address the problems business owners face when developing a buy-sell agreement. Buy-Sell Agreements have several hurdles: Death benefits funded with corporate owned life insurance may lead to unintended and unwelcome income tax consequences. Businesses with more than two owners in a cross purchase agreement tend to…
Read MoreBasic Documents – Legal Services
Basic Documents Basic Documents – Legal Services are the foundation of all Estate Planning. With few exceptions, everyone over the age of 18 should implement these documents. Such Basic Documents designate emergency medical and legal decision makers. Implementing Basic Documents is a key element of “proactive law” – where solutions are put in place before…
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