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Passing the Torch: Succession, Estate and Lifetime Planning
Three natural companions for family business owners.
Read MoreWhat “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.
Read MoreSuccession Planning Phobia
Franklin Delano Roosevelt said in 1933, "Fear paralyzes those who succumb to it."But some things are downright scary.
Read MoreStop 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.
Read MoreThe 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.
Read MoreDon'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.
Read MoreSuccessful 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.
Read MoreCreating Wealth Through Life Insurance
The Internal Revenue Code is generous to life insurance.
Read MoreThe Benefits of Private Placement Life Insurance
More from the "How to Make It, How to Keep It" series
Read MoreThere's a New Estate Tax Law In Town
More from the ‘How to Make it, How to Keep It' series.
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