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Strategic Tax Planning vs. Tax Avoidance & Tax Evasion
Taxes may be the least favorite topic for business owners. The saying goes there are only two things in life that are certain—death and taxes. For a business, there are just taxes. It doesn’t matter [...]
How to Use Estate Planning Strategies to Transfer Business Interests
Planning for the transfer or liquidation of your business when you are ready to retire or when you die is just as important as the planning you did in starting up your small business. Here [...]
Why Inheriting in Trust is a Must
You bring your children into the world with love. You raise them with love. If you’re going all the way as a parent, you also create an estate plan to safely pass on your legacy [...]
How to Talk to a Loved One About Estate Planning
Estate planning rarely comes up in the course of regular conversation and if it does, it is usually involves what has happened to a celebrity’s fortune after his or her death. The distance is safe, [...]
3 Ways a Lack of Estate Planning Can Cripple Your Company
When running a business, it’s easy to give estate planning less priority than other matters. After all, if you’re facing challenges meeting next month’s payroll or your growth path over the immediate term, concerns over [...]
Why You Need to Update Your Estate Plan After These Life Events
Too many estate plans are created and then quickly forgotten, put on a shelf, and never looked at again. While we do recommend that you review and update your plan at least every three years, [...]
