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Monthly Archives: September 2020

Top 15 Things to Consider When Selling Your Business

Selling a business is one of the most important financial decisions in a business owner’s lifetime. Given many baby boomers’ desire to retire and sell their businesses, as well as the current low interest rates making buyers’ access to financing relatively inexpensive, now may be the ideal time for business owners to sell and “get […]

Don’t Miss Out On This Estate Planning Opportunity

Due to low interest rates and other planning factors, now is a great time to implement an estate planning opportunity known as a “Sale to a Grantor Trust.” This type of transaction takes advantage of current low rates while also reducing estate tax exposure by shifting future appreciation outside of the taxable estate. A simplified […]

Wealth Transfer Options to Consider Now

Keeping up with the rapidly evolving pandemic news can be confusing and exhausting. The markets are volatile, asset values are depressed and business valuations are historically low. But this does not mean you should wait to address your estate planning. Now is the time to take action. Current market conditions have created great opportunities to […]

Family Law: Navigating Substantial Life Changes

Although the term “family law” usually brings divorce to mind, it encompasses much more. Family law attorneys wear many hats to help settle issues affecting families, such as child custody, mediation, domestic violence, estate administration, pre- and post-nuptial agreements and litigation representation. The ordinary stress of family law issues such as divorce can be compounded […]