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Asset Protection Considerations for Business Owners

Posted on: December 28th, 2012
Many business owners devote much time and energy “working in” their business to improve business operations and profitability; however, they often neglect to “work on” their business by not addressing certain asset protection issues. Business owners, particularly those owning their business in corporate form, should consider the following: 1) how to own C corporation or S corporation stock to minimize exposure to creditors, an “outside” asset protection issue; and, 2) whether to implement several basic business agreements designed to protect and even enhance business value from the “inside” of the corporation. ...

Grab The $5M Gift And Estate Tax Perk: It's Gone In 2013

Posted on: December 13th, 2012
Think infomercial. This is a special limited time offer! Procrastination is understandable, especially about taxes and mortality. Yet it’s still surprising most people haven’t taken advantage of the incredibly favorable estate and gift tax law expiring in 2012. See It Pays To Plan For Future Estate Tax Changes. Move up http://i.forbesimg.com t Move down Like A Jedi, Sell A Business, Real Estate Or Stock This Year Robert W. Wood Contributor 30 Million Taxpayers Face Alternative Minimum Tax Right Now Robert W. Wood Contributor When Estates Don't Pay Tax, IRS Chases Beneficiaries Robert W. Wood Contributor Undisclosed Foreign Bank Accounts? They're Even More Explosive Now Robert W. Wood Contributor Congress enacted a $5 million exemption for both gift and estate taxes, but only through 2012. See Making Tax Decisions In Limbo. But wait, there’s more! Indexed for inflation, the exemption is now $5,120,000. It drops to only $1 million January 1, 2013. That’s a free pass to give away up to $5,120,000 without tax. If you are married, that’s up to $10,240,000 for a married couple with no tax. ...

Estate Planning for Young Families

Posted on: November 28th, 2012
Many young families put off estate planning. If asked, theMany young families put off estate planning. If asked, they may say they are too young, healthy or can’t afford it. Some have trouble just thinking about what could happen if they should die while their minor children and spouse are depending on them. But even a healthy, young adult can be taken suddenly by an accident or illness, and those with young families need estate planning precisely because others are depending on them. y may say they are too young, healthy or can’t afford it. Some have trouble just thinking about what could happen if they should die while their minor children and spouse are depending on them. But even a healthy, young adult can be taken suddenly by an accident or illness, and those with young families need estate planning precisely because others are depending on them. ...

10 Things To Do Before the End of This Year

Posted on: November 14th, 2012
The end of the year will be here before we know it. But there is still time to get some major estate planning goals accomplished. Here are ten things to do before the end of 2012. ...

When Is It Time To Service Your Estate Plan?

Posted on: October 24th, 2012
If you own a car, then you know it requires regular servicing in order to perform well and be reliable. More than likely, your car came with a recommended schedule for service, based on how many miles it has been driven. After a certain number of miles, you need to change the oil, replace the brake pads, rotate the tires, and so on. If you have a newer car, you probably have an irritating dash light that comes on when it's time for service and stays on until the mechanic resets it. Either way, whether you pay attention to the odometer or rely on that dash light, it's pretty easy to know when it's time to service your car. And if you keep driving it without servicing it, it's a sure bet your car will let you down. ...

VA Benefits For Long-Term Care of Veterans and Their Surviving Spouses

Posted on: October 24th, 2012
Many wartime veterans and their surviving spouses are currently receiving long-term care or will need some type of long-term care in the near future. The Veterans Administration has funds that are available to help pay for this care. Unfortunately, many are not aware that these benefits even exist, and they are often overlooked by families with veterans or surviving spouses who need additional funds to help care for them. ...
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