by ABIP | Oct 27, 2017 | News
If you’re charitably inclined but concerned about having sufficient income to meet your needs, a charitable remainder trust (CRT) may be the answer. In a nutshell, you contribute stock or other assets to an irrevocable trust that provides you with an income...
by ABIP | Oct 27, 2017 | News
The strength of your business financials, both now and in the future, is important. One fundamental way of making your cash flow statement shine is to minimize inventory so you have just enough to fulfill demand. Taking stock of, and perhaps cutting back on, excess...
by ABIP | Oct 18, 2017 | News
If you own life insurance policies at your death, the proceeds will be included in your estate. The way around this problem is to not own the policies when you die. Ownership by your children can be a good option when your primary goal is to pass wealth to them....
by ABIP | Oct 18, 2017 | News
Regular valuations are a must for every business owner developing a succession plan. But the valuation process can involve a variety of hard-to-see issues. For example, it can be tempting to minimize a business’s value to reduce possible estate tax liability in...
by ABIP | Oct 4, 2017 | News
A primary goal of estate planning is asset protection. If you have significant assets in IRAs and other retirement plans, it’s important to understand the extent to which those assets are protected against creditors’ claims. For example, the asset...
