FAQ: What is a trust and why do I need one?
February 18, 2015
Part of every business owner’s exit strategy should include estate planning. Estate planning often includes a trust, but what is a trust and why do I need one? Synergetic Finance founder and author Joseph M….
Wills 101: what you need to know
October 22, 2014
In our last blog post, we explained estate taxes which should be part of any thorough estate plan. Another part of that plan is a will. In this excerpt from author Joseph M. Maas’ book…
Estate taxes: why you need a trained professional
October 10, 2014
The estate tax is a tax levied on an estate being transferred from the deceased to a beneficiary. Estate taxes can be severe, consuming as much as 49% of the estate’s value, or even higher…
Insurance advisor and policyholder responsibilities
September 10, 2014
Insurance is not a very glamorous topic to discuss, but it is an important one. Continued from our Sept. 4 post, we’re going to discuss the responsibilities of your insurance advisor as well as your…
Designing a life insurance portfolio
September 4, 2014
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It takes a village...
August 19, 2014
If you’ve been following our blog, you’ve probably seen a number of posts over the last few months about exit planning, a complex topic that can be difficult to understand. Exit planning in its simplest…
Setting estate planning goals
July 29, 2014
Part of the exit planning process is doing a personal financial review. A thorough exit plan should include an estate plan as part of the process. As you and your attorney begin planning, consider your…
Estate Planning Checklist
June 25, 2014
Considering your own mortality is never a pleasant task, but it is necessary to assist both your family and your business to transition after you’re gone. One way to plan ahead is to work with…
2014 Tax Changes: Part 2
April 24, 2014
Continued from our April 21 post, we’re going to take a look at tax credits, exemptions and exclusions for 2014. Not every category has changed for 2014 from last year, but we’ve included those as…
