Estates, Wills, Trusts
To Help You Plan for Distribution of Your Estate, Retirement, Business Continuity, and Sale of Business
All products are updated continually to reflect recent tax legislation, and all annual indices and limits published by the IRS and other organizations.
Includes a Case Study to apply to your own business or one you want to acquire, with how to compute the final, weighted value of an actual company.
Information on buy-sell methods, how to value and protect ownership, and how to finance the buyout for owners, executives, and family members of closely held businesses.
Includes ways to increase your retirement income, how to prepare a Retirement Cash Flow Model and make up deficits to meet your retirement needs, with tools to project how much you will have based on additional contributions, savings rate, and how long that money will last.
Includes a Case Study to help you prepare your own business for sale, increase its value, and your options to get paid.
How to prepare your business for sale, including 9 ways to value the business, 4 ways to get paid, and 14 ways to increase its selling price. Includes a Case Study on how to adjust a company’s financial statements to increase its value and selling price.
Detailed answers to questions about transferring or selling a business, with the impact on estate planning, business continuation, ownership, retirement, insurance, tax implications, and much more.
What to know and how to design a will that saves your heirs taxes and distributes assets according to your intentions. Includes codicils, family transactions, IRS alerts and cautions, distribution options, trusts, estate planning, and a Family Information Roadmap.
How to design a retirement plan that considers all legal and tax options, with planning options, retirement income model, contribution options and limits, use of IRAs/Roth IRA, and compliance and recordkeeping. Includes 27 facts and alerts to use today.
To help you establish the value of a family business for your family, heirs, successors, or the IRS. Includes a Case Study, review of goodwill, use of discounts, and 8 valuation methods with a final weighted value.
Detailed instructions to help you value the equity in a family business, with a Case Study of an actual business from start-up. Includes the concepts, initial capitalization, and value calculations. Also includes present value tables and discussion of present value analysis.
Big-Dollar Life Insurance Mistakes to Avoid and Correct Immediately
To Help You Get Everything in Order, To Use Today and Save for Future Reference
This $1,000,000 Estate Distribution Will Answer the Question