Posts Tagged ‘ gifting ’

Last Week in Estate Planning (August 14 to August 20, 2011)

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There were many excellent blog posts last week.  Some of the topics you see linked and discussed below may contain some unfamiliar topics, but all provide excellent introductions to the given subject. Top Posts and Articles of the Week Post of the Week To Stretch and Protect: The Goal of a Retirement Trust, David E.…

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“Hey Lawyer, Why Can’t My Will Just Be One Page Long?”

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OK, OK, OK, we’ve been sitting here for almost an hour and you’ve been asking me all kinds of questions about my family and my goals and my situation.  Why do you need all of this information? I need this information so that I can see what is most important to you, and to make…

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Business Succession Planning: Gifting and Discounting Basics

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If you currently own a business, estate planning is probably not one of your highest priorities.  You are certainly more concerned about where your income is coming from, how to beat the competition, and how you can better develop your product and service.  Read more...

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