Estate Planning for Real Estate Owners -
Estate planning for valuable, illiquid assets presents a variety of challenges. With respect to real estate, planning challenges can be compounded due to fractional ownership, outside...more
3/27/2019
/ Advance Directives ,
Buy-Sell Agreements ,
Death Tax ,
Debt ,
Estate Planning ,
Income Taxes ,
Living Will ,
Power of Attorney ,
Property Owners ,
Real Estate Development ,
Tax Planning
Deducting Miscellaneous Itemized Deductions -
You can elect each year to itemize deductions rather than claim the standard deduction. Itemized deductions are those that you claim on Schedule A of Form 1040, Itemized...more
Life insurance can play an important role in estate planning. It is important to understand the uses and purposes of life insurance and the tax consequences of owning a policy and receiving a death benefit....more
The transition of a family owned or closely-held business is an important event for families. In a prior article, we covered the issues that a business owner faces in general in preparing a succession plan. This article will...more
The transition of a family owned or closely-held business is a significant undertaking even with the best laid plan. This article will outline the issues that should be considered by the business owner in transitioning a...more
Introduction -
The transition of a family owned or closely-held business is an important event for families. In a prior article, we covered the issues that a business owner faces in general in preparing a succession...more