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Expert Advice for a Georgia Resident's
Assets, Wills, Businesses, and Estates

Protect the Proceeds of your Company’s Future Sale Now

Sell buttonThe business you’ve been growing is now generating income and making distributions. So it’s not inconceivable that someone (or some people) may want to buy it in the future.

 

But how do you protect what you’ve accumulated until it does sell?  

And after the sale, how do you protect what you receive?
[Read more…]

Even You (Yes, You!) Can Create an Endowment

Money with bowYes you can.

We’ve given out the candy on All Hallow’s Eve. We’ve harvested and given thanks. Soon we’ll share good tidings of comfort and joy.

So this is a perfect time to consider a painless way to do something charitable. Actually, two painless ways.

One way is not going to cost you a penny more than what you are spending already.

The other way will cost you next to nothing.

Neither way will change your cash flow during your lifetime. And when you die, you’ll trigger a spectacular donation to the charity of your choice for any purpose you specify. Voilà: your personal endowment.

Here’s how this happens. [Read more…]

The Age of Tax Aquarius (This is the waning of . . . )

Peace and Love BusThese days are the tax equivalent of when the moon is in the Seventh House and Jupiter aligns with Mars. Congress and IRS have put two things in force which create an unusual tax-saving opportunity between now and year’s end. It is the 2012 equivalent of the days of Aquarius – at least between now and December 31.

The opportunity starts with the much-maligned Estate Tax Credit. Rail if you must, curse if you’d like. But its disappearance doesn’t appear on anybody’s agenda.

So you can presume that the Tax Credit is either going to (a) stay at $5.12 million; (b) shrink to $1 million; (c) end up somewhere in between; (d) head up GA Hwy. 372 towards Ballground, GA.

It doesn’t really matter. But what could make a big difference to you is if you’re holding on to assets which produce income that you’re not spending or using. [Read more…]

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