Thoughtful planning and careful implementation are essential to a successful estate plan that preserves wealth in the most tax-efficient manner and fulfills a family’s personal objectives....more
Family wineries face certain common issues when it comes to succession planning, and there are steps you can take to help ensure the longevity and success of your brand and business.
Step 1 – Develop a Plan -
Benjamin...more
9/6/2023
/ Asset Transfer ,
Corporate Governance ,
Estate Planning ,
Estate Tax ,
Fair Market Value ,
Financial Statements ,
Internal Revenue Code (IRC) ,
Personal Brands ,
Promissory Notes ,
Property Tax ,
Revocable Trusts ,
Shareholders' Agreements ,
Small Business ,
Succession Planning ,
Wineries
Estate planning for vineyard and winery owners has come to the forefront during this unpredictable pandemic and in light of the upcoming general election. There may be things out of your control, but your estate plan isn’t...more
9/8/2020
/ Asset Valuations ,
Continuing Legal Education ,
Estate Planning ,
Financial Planning ,
Gift-Tax Exemption ,
Interest Rates ,
Intra-Family Loans ,
Property Tax ,
Reassessments ,
Tax Planning ,
Wealth Management ,
Webinars ,
Wine & Alcohol ,
Wineries
Wineries and vineyards are unique assets to consider when crafting personal financial, estate and business succession plans for clients, both of which are crucial components of wealth management....more
2/26/2019
/ Estate Planning ,
Estate Tax ,
Family Businesses ,
Financial Planning ,
Gift Tax ,
Goodwill ,
Succession Planning ,
Transfer of Assets ,
Trusts ,
Vinyards ,
Wealth Management ,
Wineries
Harnessing the energy and ambition that tends to surface at the start of a new year, now may be a good time to consider your personal estate and business succession planning.
Developing a plan for the future of your winery...more