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Estates, Wills, Trusts

To Help You Plan for Distribution of Your Estate, Retirement, Business Continuity, and Sale of BusinessAll products are updated continually to reflect recent tax legislation, and all annual indices and limits published by the IRS and other organizations.

 

#02: How to Determine the Value of a Business

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.
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#03: Buy-Sell Agreements and Succession Planning

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.
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#05: 20 Ways to Build Your Retirement Fund

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.
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#23: How to Prepare Your Business for Sale

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.
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#27: Your Family’s Role in Business Continuity and Succession Planning

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.
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#29: Your Will and Estate: Will It Do What You Want It to Do?

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.
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#33: Your Retirement: A Roadmap for Your Retirement Planning

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.
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#34: Your Business: How the IRS Values a Family Business for Heirs, Successors, Gifts, and Estate Taxes

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.
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#36: Your Ownership: What to Know About the Equity in Your Business

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.
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#41-A. Your Insurance: Are You Making Any of These 14 Big Mistakes?

Big-Dollar Life Insurance Mistakes to Avoid and Correct Immediately
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#42-A. How to Prepare a Family Roadmap for Analysis and Distribution of Your Assets

To Help You Get Everything in Order, To Use Today and Save for Future Reference
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#50-A. Five Ways to Distribute Your Assets: Did You Choose the Wrong Method?

This $1,000,000 Estate Distribution Will Answer the Question
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Solutions

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Ideas of the Month

  • Four Action Alerts on Purchasing, Inventory, and Suppliers
  • Facts and Due Diligence to Adequately Protect Your Home
  • Have You Selected the Right Executor/Executrix?
  • Know Facts and Cautions on Buying Zero Coupon Bonds vs. Regular Bonds
  • Protect Assets and Net Worth with Umbrella Insurance
  • How to Automatically Increase Your Life Insurance
  • Use of a Living Trust Is Not for Everyone
  • Owner Is Forced to Sell, but Gets Cash and Affiliate
  • What Investment and Workshop Expenses Are Tax Deductible?
  • Business Association Insurance Can Reduce Costs

Our Idea of the Month are brief articles designed to help you save money, protect your assets, make more-informed decisions, and increase your personal and business wealth.


Tom MartinThe Ideas of the Month are principally written by Thomas J. Martin, publisher and president, author, lecturer, consultant, investment banker, college professor, and founder of our publishing company in 1977. For 39 years, Tom has helped hundreds of businesses and individuals on many of the topics covered on this website. The Case Studies are actual, real-life examples of how businesses and individuals solved problems, took advantage of opportunities, and met big challenges. For subjects covered, please see Solutions (15 Critical Subject Areas) in the Menu Bar at the left side of this page. Enjoy and we look forward to reading your comments

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