Market Watch recently had an interesting article listing six “”Horror Stories” about beneficiary designations. Often overlooked in estate planning, beneficiary designations can be an extremely important planning tool- or a “Horror Story.” The article can be found HERE. We recommend that all designations be reviewed with your estate planning attorney. This includes IRAs, 401(k)s, 403(b)s, brokerage accounts, life insurance policies, annuities […]
For many years, we advised small business clients to purchase real estate to be used in a business after the business was formed. Otherwise, if the real estate was purchased ahead of time in the personal name of the client, and then transferred later to the LLC or corporation, a second real estate transfer tax would be […]
Starting a small business is risky business. According to the Small Business Administration, only half of new businesses survive past five years. Sometimes an entrepreneur can skip some of the hassles of a new business start-up by Buying an Existing Small Business. Although buying an existing business might be less risky than starting a new […]
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