People create trusts for a variety of reasons: to remove assets from their probate estate; to reduce the size of their taxable estate; to provide for loved ones; and to protect those loved ones’ assets from waste. Often, which goal takes priori…
Smart business owners use non-compete agreements and related employment agreements to restrict important employees from taking your trade secrets, intellectual property, customer relationships and going to work for a competitor.
When it comes to having someone represent your interests, trust is the most important thing to me. That’s why I can comfortably recommend Ted Gudorf! He’s down to earth, a good communicator and feels like a friend. Believe me, you wouldn&… Read More
Over the past few months in this space, we’ve been exploring possible changes to the estate tax under the Biden administration—and measures to minimize your tax burden. The discussion has included an alphabet soup of options including SLATs, DAPT… Read More
“The whole is greater than the sum of its parts.” This well-known saying is the reasoning behind valuation discounts, a tool that can be used to reduce the value of a business interest for transfer tax purposes, including estate tax, gift tax, an… Read More