Publications
Estate Planning Tools:
When to Take Social Security
The new Social Security estimator can help you determine how much you can expect from Uncle Sam.
Planning is Key for the Future
What Every Executor/Successor/Trustee Ought To Know
What To Expect, How To Prepare, Getting Professional Help
What To Do When Your Spouse Dies
Decisions to Make
The Fundamental Estate Plan:
Taking Charge of Your Future
Charitable Remainder Trust
Providing Income Tax & Estate Tax Deductions
Funding A Child's Or Grandchild's College Education
Win The Game
Irrevocable Life Insurance Trust ("ILIT")
Removing Insurance Proceeds From An Otherwise Potential
55% Federal Estate Tax
Success for Succession Planning
Planning The Transition to the Next Generation
Spousal Remainder Annuity Trust
Providing Estate Tax Solutions
Family Limited Partnership ("FLP")
Providing Non-Tax & Tax Family Planning
Corporate:
Commercial Loan Considerations
Some considerations for this conservative lending environment
Corporate Asset Protection
Don't Put Your Eggs all in One Basket.
New Family and Medical Leave Regulation Take Effect.
Are you Ready?
Buy-Sell Agreement
Removing Uncertainty Between Business Owners
Employee Stock Ownership Plan ("ESOP")
Is It Right For Your Company?
Legal "Audits" of Your Corporation
Identifying Areas Which May Need A Closer Look
Protection of Proprietary Information
Rights of Business Entities' Proprietary Interests
Selection of Business Entity
Determining the Most Appropriate Entity for Your Business
