February 1, 2014

Why You Still Need a Credit Shelter Trust


Some married couples may be thinking that, with estate tax exemption portability between spouses now permanent, they no longer need credit shelter trusts. But for many well-to-do couples, that’s not the case: Credit shelter trusts

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January 28, 2014

Betting on SCIN


Estate planning can be a gamble. Tax and estate tax laws change. Family members pass away before their time. But a gamble that can pay off in certain circumstances is the self-canceling installment note —

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January 23, 2014

Cash Flow is Your Company’s Lifeblood


While growth and profitability are good measures of your business’s success, cash flow may better reflect its overall health. Cash flow is what allows you to meet current financial obligations — to employees, vendors and

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January 15, 2014

A Look at Section 529 Plans: Understanding the Rules is Critical


The costs of higher education continue to rise. One estimate forecasts a price tag topping $300,000 for four years at an in-state public school by 2031. And that means most families will need to carefully

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January 13, 2014

How to Keep Board Meetings on Time and Productive


Finding and keeping good board members can be challenging for nonprofits. So it’s important that you not make the job harder and any more time-consuming than necessary. This starts with efficient board meetings. The “P”

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