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Tax & Estate Planning

Tax & Estate Planning Many clients assume tax planning and estate planning are only for the extremely wealthy – the top 1 percent in terms of income or total net worth. Nothing could be further from the truth, especially as the tax laws continue to change and the annual number of filed lawsuits continues to […]

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Avoiding Death Taxes and Income Taxes, Too

Avoiding Death Taxes and Income Taxes, Too- The 2017 Tax Act and theNew Strategies it Provides

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Supreme Court Confirms that Assets Held in an Inherited Individual Retirement Account Are Not Exempt From a Debtor’s Bankruptcy Estate

On June 12, 2014, the Supreme Court ruled that inherited IRAs, unlike traditional IRAs, do not receive protection in bankruptcy. Depending on the size of the IRA and the age of the intended beneficiary(ies) and estate planning considerations, IRA holders may wish to consider creating a trust for each intended beneficiary, and designating…

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The Art and Science of Selling Your Business

The art and science of selling your business - a practical guide by accomplished business attorneys

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