Combining Buy Sell with Retirement Planning

Posted by John Christopher on July 19, 2018

A Limited Liability Company (LLC) is an entity that offers business owners the liability protection of a corporation and the flexible tax characteristics of a partnership. Planners are putting LLCs to ever-greater use to help their clients address a wide variety of needs, from asset protection to estate planning. One area in which LLCs have shown themselves to be particularly useful is buy-sell planning for business owners in a manner that not only addresses the potential death of an owner, but also addresses retirement as well, in a tax-efficient manner.

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Charitable Gifting - Overview & Tax Implications

Posted by John Christopher on June 5, 2018

The desire to assist a charitable organization must be a primary motive for making a gift; if no charitable inclination exists, charitable giving is difficult to justify. Alternatively, if a charitable motive exists, the tax laws provide various methods and incentives to encourage the donor’s goodwill. The following summarizes the general rules applicable to charitable giving, including a discussion of some common strategies used.

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Basic Estate Planning

Posted by John Christopher on April 23, 2018

Regardless of your level of wealth, the failure to establish an estate plan can be detrimental to your family. A properly structured estate plan helps ensure that your family and financial goals are addressed during your life, if incapacitated, and after your death. The following provides an introductory discussion regarding essential planning individuals should consider, as well as an overview of lifetime gifting strategies and longterm trust planning.

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Tax Advantaged Education Funding

Posted by John Christopher on March 14, 2018

Saving for college education can be an intimidating undertaking for many parents who may be inexperienced with tax laws, and unsure how to balance their own financial goals, such as saving for retirement and the financial needs of their children. There are many options available to finance a child’s education, and which one or more options to choose requires consideration of many important factors.

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Using a Business to Fund Life Insurance

Posted by John Christopher on February 27, 2018

The use of asset protection strategies has gained the attention of wealthy Americans over the years as the legal system has become increasingly subject to unwarranted litigation. As a result, creditor protection can play a significant role in planning for many individuals.

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Gifts to Minors

Posted by John Christopher on November 21, 2017

Helping a child with his or her education or support often requires gifts. Fortunately, there also may be income and estate tax savings to making gifts to minor children. Gifts can be made directly or indirectly to a child, or to a trust for his or her benefit.

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Business Transfer Issues

Posted by John Christopher on October 3, 2017

A will directs the disposition of your assets; but, when you do not want to leave your business to your heirs, you may also need a business purchase agreement (also known as a “buy-sell”) to outline the terms by which successor owners will acquire and continue the business.

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What's the #1 Concern About Retirement?

Posted by John Christopher on September 17, 2017

People want to know what they can expect from their investments. We work with them to position their portfolios based on their risk tolerance and their goals. We help them to create portfolios that are designed to protect the wealth they have while still being positioned to take advantage of potential wealth opportunities.


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