Many owners of multiple entities that I meet have the same setup. One LLC holds the real estate. Another runs the operations. Sometimes a third owns equipment or intellectual property....
I get this call a few times a year. A client owns commercial real estate in two or three states. They want to do a 1031 exchange. They believe the...
A business owner I work with sold his company for $40 million. Good outcome. He'd built it over 25 years. Before his earnout, his actual take-home was closer to $30...
A Grantor Retained Annuity Trust (GRAT) can be a powerful estate planning strategy for families whose assets exceed federal or state estate tax exemptions. By transferring appreciating assets into an...
A Spousal Lifetime Access Trust (SLAT) can help married couples reduce estate taxes while preserving indirect access to transferred assets. Learn how SLATs work, their tax advantages, creditor protection benefits,...
Every business partnership eventually ends. Learn how a properly drafted buy-sell agreement protects owners, families, employees, and business value....
New York doesn't recognize estate tax portability. Learn how married couples can lose over $1 million in unnecessary estate taxes without proper planning....
A couple I know spent two decades building a business in New Jersey. They had a solid estate plan. Revocable trust, irrevocable trusts for the kids, powers of attorney, the...
Most business owners believe they have a clear idea of what their company is worth—until it actually matters. Whether triggered by death, disability, a partner exit, or a sale, the...
You’ve signed the letter of intent. The price is set. The deal feels real. But in business sales, the LOI is not the finish line — it’s where the real...
