Archives: Newsletters

SEPTEMBER 2016 NEWSLETTER

Friday, October 13, 2017

TAX ALERTS: New Regulations May Limit Or Eliminate Valuation Discounts For Transfers Of Interests In Family Held Entities The use of Intentionally Defective Grantor Trusts (IDGT), Limited Liability Companies (LLCs) and... Continue Reading

AUGUST 2016 NEWSLETTER

Friday, October 13, 2017

CREATIVE COMMERCIAL FINANCING TECHNIQUES This is an update of a newsletter that was published five years ago. In recent years, even with the markets beginning to open up and the national and global economy bouncing back,... Continue Reading

July 2017 Newsletter

Friday, October 13, 2017

How A Pet Trust Can Be Utilized To Take Care Of Your Pets After Your Death Along with providing for the disposition of your assets after your death, a well drafted estate plan will also make provision for the care of any... Continue Reading

August 2017 Newsletter

Friday, October 13, 2017

COMMERCIAL NEGOTIATION LESSONS, STRATEGIES AND TECHNIQUES (Part   I) Understanding how to negotiate is one of the most valuable skills in every aspect of our lives ranging from something as mundane as when you and your kids... Continue Reading