Most companies with more than one owner should have a buy-sell agreement in place. Here are some of the key considerations involved in developing this legal document. Buy-sell agreement benefits A well-designed buy-sell agreement provides many benefits, including: Keeping ownership of the business within the family or another select group, for example, people actively involved
Tag: gift tax
When Interest Rates Go Low, it’s High Time for Estate Planning
With interest rates at historic lows and the value of many assets depressed, now may be an ideal time for estate planning.
Do you Need to File a Gift Tax Return?
If your wealth is well within the gift and estate tax exemption amount, does that mean there’s no need to file gift tax returns?