Irvine Blackman, Brian I. Whitlock

Passing the Torch: Succession, Estate and Lifetime Planning

Three natural companions for family business owners.

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basics

What “They” Don’t Want You to Know About Estate Tax Planning

If this article was a college course, it would be called Estate Taxonomics 101.

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Succession Planning Phobia

Franklin Delano Roosevelt said in 1933, "Fear paralyzes those who succumb to it."But some things are downright scary.

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Stop the IRS from Taking Half Your Wealth

The System: a comprehensive plan that accounts for almost any tax or economic want for you, your business or your family.

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economics

The Rich—A Necessary Cog in Our Economy

The United States runs on capitalism, where the means of production and distribution are privately owned and operated for profit. So a capitalist, by definition, is a generator of wealth, as is the typical successful business owner.

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Don't Become a Victim of the Estate Tax Trap

Some professional advisors fail to take you, your family and your business out of the horrible estate tax picture.

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Successful Succession

Two phone calls—in the same week—from readers of this column rang my "it's-time-to-write-a-succession-planning-article" bell.

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Creating Wealth Through Life Insurance

The Internal Revenue Code is generous to life insurance.

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The Benefits of Private Placement Life Insurance

More from the "How to Make It, How to Keep It" series

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management

The Family Business: a Never-Ending Saga

Think taxes, economics and human emotions.

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The Tax Laws, They are A-Changin'

Could this be the end of all your estate tax problems?

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There's a New Estate Tax Law In Town

More from the ‘How to Make it, How to Keep It' series.

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