by ABIP | Sep 12, 2018 | News
Are you thinking about expanding your business to a second location? If so, make sure your company is truly ready. First ask whether you can duplicate the success of your current location at another one. Also look into how an expansion might create conflicts between...
by ABIP | Sep 7, 2018 | News
Creating a good buy-sell agreement is a critical risk-management step for any successful business with multiple owners. Valuation issues will play a major role in getting it done right.
by ABIP | Aug 28, 2018 | News
The TCJA doubled the lifetime gift and estate tax exemption this year to an inflation-adjusted $11.18 million. But it can still pay to make lifetime gifts. First, gifting removes future appreciation from the estate, saving estate tax for taxpayers with very large...
by ABIP | Aug 21, 2018 | News
There’s no law that says you can’t prepare your own estate plan. It’s easy to do so, thanks to an abundance of online services that automate the creation of a will. But unless your estate is small and your plan is exceedingly simple, the pitfalls of...
by ABIP | Aug 14, 2018 | News
Do you need a trust protector? Maybe, if you aren’t completely confident the trustee will carry out your wishes. A trustee manages the trust on a day-to-day basis, while the protector oversees the trustee and weighs in on critical decisions, such as investment...
