Business Succession

Digital Estate Planning Challenges

Posted on: February 15th, 2013
Estate planning has always involved a great deal of paperwork. Today, individuals have personal access to online banking, social media accounts, and email that has pushed the industry into a new realm: Digital estate planning....

3 Asset Protection Tips for 2013

Posted on: January 27th, 2013
As North Carolina business owners and other taxpayers adjust to the effects of the 2012 American Tax Payer Relief Act, they are starting to focus on asset protection strategies at the same time as minimizing taxes to the fullest extent possible....

3 Tips For Succession Planning

Posted on: December 3rd, 2012
Estate plans and trusts preserve assets accumulated over a lifetime and distribute them to beneficiaries, but what happens to a business when the owner or key executive departs to another company, becomes ill, or passes away? ...

Company Buy-Sell Agreements – Plan Ahead

Posted on: April 13th, 2011
One estate planning tool that can protect your family and partners is a buy-sell agreement. This legal document gives owners the first chance to buy an interest in the company if another owner pulls out or dies. ...

Estate Planning Lessons from the Waltons

Posted on: September 28th, 2009
Contemporary estate planning causes a division of an estate and results in an ultimate dissipation of the resource base over a period of years. Is it possible to keep the resource base together to serve the family for many family generations? T...

“First-to-Die” Life Insurance Now Available

Posted on: August 28th, 2009
Second-to-die life insurance has long been used by married couples to provide liquidity to pay estate taxes at the death of the second spouse to die. Such insurance is less expensive and easier to obtain than two separate policies on the same individuals....
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