Family Law, Wills, Trusts, & Estate Planning, Business Organization

Wills, Trusts and Estates Newsletter - February 2013

by Lauren K. Keenan, Jonathan Kinney, Lori Murphy | Bean, Kinney & Korman, PC on 2/11/2013

In This Issue: - How to Protect Your Assets as a Business Owner - Separated But Not Divorced: Don’t Wait to Update Your Estate Plan - Tales from the Cliff: Estate Planning Policy for 2013 and Beyond -...more

“Fiscal Cliff” Tax Bill: The Highlights

by Ronald Adams on 1/22/2013

While the new law is projected to raise taxes by about $600 billion in the next 10 years, it offers some comfort for many taxpayers who may have been preparing for the worst ...more

The trustee is not relieved of the duty to defend the trust just because the beneficiary happens to be getting divorced.

by Charles E. Rounds, Jr. on 9/1/2012

The trustee's primary allegiance is to the beneficiary, not to the non-beneficiary spouse or ex-spouse, unless the express terms of the trust provide otherwise. Thus, when there is marital discord, the trustee must suppress...more

The 2010 Tax Relief Act and How it Affects 2012

by Ronald Adams on 1/3/2012

In a January 2011 article we addressed the changes to the gift and estate tax provisions contained in the 2010 Tax Relief Act. Everything may change at the end of 2012 so it is more important than ever to take a look at...more

Estate Planning & Probate Q&A; Business Formation Q&A

by Law Offices of D. Lee Gwinn on 12/6/2011

Q&A on Estate Planning, Probate, and Business Formations...more

Succession: Is Keeping the Business in the Family Necessarily the Best Course?

by Ronald Adams on 9/2/2011

Whether you should transfer ownership of the family business to your offspring may depend on your needs and the ability of your company, after the transfer, to support two families...more

Business Succession: Who Will Run Your Business After You're Gone

by Ronald Adams on 8/23/2011

Many entrenepreneurs have spent decades building their business right alongside raising their family. But for as much calculating thought as they have put into running a profitable company, they probably have devoted mush...more

DPA Summer Newsletter 2011

by Peter Nicholas on 8/15/2011

Our Summer Newsletter. Our website has loads of resourceful material that may be of interest, take a look at our resource center and fact sheets. In this issue we have articles on Wills, Trusts, Transferable Nil Rate Bands,...more

Family Office Exemption Narrowly Defined by S.E.C.

by Thomas J. Handler, J.D., P.C. on 7/15/2011

Following the stock market crash of 1929 and the Great Depression which followed, Franklin D. Roosevelt’s 1932 democratic campaign platform called for regulation of the securities exchanges “to the full extent of federal...more

Ten Planning Issues to Prepare a Business for Sale

by Ronald Adams on 7/13/2011

The following ten planning issues will help prepare the business for sale and reduce unanticipated problems that may arise when a prospective buyer begins investigating the business for possible purchase. Regardless of...more

Business Owners – Is Now the Time to Sell?

by Ronald Adams on 7/1/2011

As business revenues and values have declined over the past number of years, many owners delayed the possible departure from their business through retirement or sale, either waiting for things to get better, or as result of...more

Sharing the Family Business Without Giving Up Control

by Ronald Adams on 6/2/2011

A useful strategy for protecting assets during a down economy and minimizing estate tax liability is starting a family investment company (FIC). Who can use this plan? Families who want to lessen their estate tax burden,...more

What Do Your Twitter Stats Really Mean?

by Rocket Matter on 10/27/2010

To anyone on Twitter, raise your hand if you don’t pay attention to your number of followers. No matter how not vain you claim to be, your follower number is something that tugs oh-so-gently at your consciousness. To those...more

Asset Protection Planning - Part 2

by Law Offices of Steven M. Adler, PLLC on 10/15/2010

The first goal of a sound financial plan is to protect your personal and business assets from potential lawsuits and claims. ...more

Newsletter

by William A. Swendson on 9/15/2010

This is our most recent newsletter to our clients. We try to provide them with information they can use, but may not otherwise see in our local media....more

Estate Planning and Probate Q&A

by D. Lee Gwinn on 7/27/2010

Answers common estate planning and probate questions regarding wills, powers of attorney, life support directives, trusts, cost, and the probate process and costs....more

The Pitfalls of Improper Titling of your Assets

by Law Offices of Steven M. Adler, PLLC on 5/20/2010

The Pitfalls of Improper Titling of your Assets This Article discusses why a regular review of the titling of your assets is of the utmost importance....more

Do’s and Don’t of the Client Intake Process

by Law Business Revolution on 12/21/2009

In continuing our series on client engagement, we are covering how your intake process (or lack thereof) affects the number of prospects—and eventually paying clients—who make it into your office each month. Hopefully by...more

Don’t Spend One More Penny On Legal Marketing Until You Read This……

by Law Business Revolution on 12/21/2009

If you’re like most lawyers, your marketing budget runs on average of $2,000- 4,000 a month. This might include everything from direct mail to email marketing, Google adwords campaigns, ads in local publications or seminars...more

Financial Planning Form

by Michael W. Fine on 4/23/2009

This document is used as an aid to any estate planning, family law or business planning matter....more

How do you look for the right attorney?

by Anna Maria Pittella on 1/1/2009

Working with the right attorney makes all the difference. Here are steps to consider in a very important decision....more

The Virtual Paralegal Advantage: Leverage Technology and Paralegal Support for Maximum Profitability

by Wealth Counselor's Advantage, Ltd. on 10/1/2008

Most attorneys are aware of the benefits of increased technology to the practice of law and the value that an experienced competent paralegal can add to a firm's bottom line. Many attorneys are not aware, however, that the...more

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Family Law › Wills, Trusts, & Estate Planning › Business Organization