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Talking about the “sandwich generation”
October 2022
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 285
Abstract: The “sandwich generation” includes people who are caught between caring for their aging parents and still raising or helping their children. This brief article encourages those in the middle part of the sandwich to initiate family discussions with the other two parts to discuss tax and financial planning issues.
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Does your business need a buy/sell agreement?
November 2014
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 285
Abstract: It is important that businesses with more than one owner have a written buy/sell agreement specifying what happens when an owner withdraws from the business. A buy/sell agreement is a contract between the owners (or the owners and the business entity itself) that establishes rules and restrictions applicable to changes in ownership. Not only can it avoid conflicts at a fragile time, but it can also offer estate planning benefits by establishing a value for the business prior to an owner’s death. This article notes three common methods for determining the purchase price under a buy/sell agreement.
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Estate Planning Red Flag – You haven’t planned for long-term care
March / April 2014
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 285
Abstract: The high cost of long-term care (LTC) — which may include an assisted living facility, nursing home or home health care — can quickly devour resources needed to maintain one’s lifestyle during retirement and provide for children or other heirs. This issue’s “Estate Planning Red Flag” discusses what to consider in an LTC insurance policy.
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Estate Planning Pitfall – You’ve chosen your executor hastily
February / March 2014
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 285
Abstract: Choosing the right executor — sometimes known as a “personal representative” — is critical to the smooth administration of an estate. Yet many people treat this decision as an afterthought. Given an executor’s many responsibilities and complex tasks, it pays to put some thought into the selection. This article lists some of those duties and discusses what to consider when choosing an executor.
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Estate Planning Red Flag – You haven’t discussed planned gifts with the charities that will receive them
November / December 2013
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 285
Abstract: It’s a good idea to discuss any planned gifts with charities before finalizing plans. This is particularly important for donations that place restrictions on the charity’s use of the gift, as well as donations of real estate or other illiquid assets. Many charities are reluctant to accept gifts of such assets, since they may expose the organization to liability or require an investment in order to convert the assets into operating funds. This article notes that there are options to enable donations while minimizing risks to the charity.
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Delivering employee feedback: Accentuate the positive
February / March 2009
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 285
Abstract: People often overlook or take for granted positive accomplishments and spend excess time dwelling on the negatives. In the workplace, this negative tendency can contribute to poor morale and costly workforce attrition. The next time you or your supervisors provide employees with feedback on areas for improvement, remember to balance that feedback with positive comments. This brief article shows you how.
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Criminal actions: An extreme case of kiting funds
January / February 2008
Newsletter: Construction Law Briefing
Price: $225.00, Subscriber Price: $157.50
Word count: 285
Abstract: This brief article notes the criminal dangers of kiting funds — a practice that often violates the terms of any standard construction contract. United States v. Munoz-Franco, 487 F.3d 25 (2007) Puerto Rico 1st Circuit (2007).