March 10, 2020
How’s Your Buy-Sell Agreement Doing These Days?
Most companies wouldn’t go into business without some basic types of insurance in place, such as property coverage and a liability policy. For a company with more than one owner, there’s an additional type of risk-management arrangement that needs to be established: a bu...
Revocable trusts can be ignored for tax purposes until the grantor dies.-
May 8, 2018
Distribution Rules for Inherited Retirement Plan Assets
As our clients address many of the issues associated with estate planning, one of the questions that usually comes up is the beneficiary designations associated with retirement account assets. An important factor to consider in naming a beneficiary of your retirement account...