In case you missed them, here are our five blog posts from this past week for your convenience. I welcome your feedback regarding any of these posts and your input regarding any areas of particular interest you would like for me to cover.
ESOP Your Way To A Business Succession Win-Win In Overland Park, KS
In the alphabet soup of company forms (S-Corp, C-Corp, LLC, LLP, LP, LTD., and so on and so forth) there is a growing turn toward a slightly more obscure acronym: the ESOP.
There are some estate planning tools that are just basic and vital, regardless of tax law changes. Unfortunately, some of these tools may be ignored by taxpayers (to their peril) in Overland Park and elsewhere, when they appear to be eclipsed by changes in the tax laws.
Avoid Estate Plan Executor Nightmares In Overland Park, KS
In many respects, understanding “personal finance” is easy when it is about annual year-ends and accounts balances. On the other hand, it is quite another matter when you look at personal finance over the life of an individual, and yet another still when you become the executor to that individual’s estate.
Have “The Talk” With Your Children Now In Overland Park, KS
There are a number of “talks” you have with your kids, whether you live in Overland Park or elsewhere. We all are familiar with “the talk,” but here's one you may have forgotten - "the inheritance talk."
529 Education Savings Plans Popular In Overland Park, KS
In today’s economy, I the rising costs of education are leading many of my client in Overland Park and elsewhere to choose the “gift of education” as a fundamental goal in their wealth transfer planning.
Remember: When making your financial, tax and estate plans, don't go it alone. Be sure to engage competent professional counsel.