FAMILY LIMITED PARTNERSHIPS (FLPS): PRESERVING FAMILY WEALTH THROUGH STRATEGIC OWNERSHIP

Gabriel Katzner - October 15, 2023 - Asset Protection

Families who operate a business or jointly own real estate or other assets may take advantage of a family limited partnership (FLP) or a limited liability company (LLC) to protect their family’s assets, reduce estate taxes, and transfer wealth between generations while maintaining control of the business or other assets. What is a family limited […]

LEGACY AND CHARITABLE GIVING: LEAVING A LASTING IMPACT ON THE WORLD

Gabriel Katzner - October 4, 2023 - Estate Planning

While charitable contributions or donations can help you lower your taxable income, they also enable you to positively impact society by addressing a specific need you have an interest in. Charitable contributions can consist of donated money, time, resources, or other assets that are given to charitable organizations to improve the overall well-being of people, […]

MINIMIZING ESTATE TAXES: STRATEGIES TO PRESERVE WEALTH FOR FUTURE GENERATIONS

Gabriel Katzner - August 10, 2023 - Asset Protection

Minimizing estate taxes requires careful planning and taking the time to consider multiple different strategies. Since estate tax laws vary by state, it is essential to consult with an estate attorney to determine the most suitable strategies for your particular circumstances. Here are ten common strategies used to reduce estate taxes. 1. Charitable trusts and […]

Members of a small business corporation discussing a project in front of a laptop

ESTATE PLANNING AND YOUR S CORPORATION

Gabriel Katzner - September 13, 2022 - Asset Protection

Small business owners have many options when structuring their business and choosing their tax status. One option is an S corporation. The business structure you choose will affect your estate planning, so it is essential to seek the guidance of an experienced estate planning attorney and tax advisor when estate planning as a small business […]

Gabriel Katzner - February 16, 2016 - Asset Protection

How Well Does the Corporate Veil Protect Your Personal Assets? After much due diligence, speaking with lawyers and business advisors, you decided that the asset protection afforded by a corporation or limited liability company (LLC) is important to you. You worked through the tax implications for all the different business entities with your CPA and […]

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