estate_plan_ for business owners The irrevocable life insurance trust is not the only form of trust that’s useful with an estate plan. There are actually several different types of trusts that have important roles to play in the estate planning process. One of the more popular trusts is the so-called “living trust,” more technically knownContinue reading “Estate Planning for Business Owners”
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Key points in retirement plans, min taxes from sale of your business
Can your current CD, mutual funds, tax-qualified retirement plans and 401k provide you with 6 added values listed below? 1. Safety 2. High growth potential 3. Tax-deferred growth 4. Tax-free access during your lifetime 5. An income-tax free benefit will pass to your heirs at death 6. Accept an incredibly large lump-sum of money Reference:Continue reading “Key points in retirement plans, min taxes from sale of your business”