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Benefitting from Intrafamily Sales

Marguerite Weese |
My Business

When structured correctly, intrafamily sales may help you reduce gift and estate tax obligations while you pass valuable assets to your heirs.There are a wide variety of methods you can employ when structuring an intrafamily sale, with potential short- and long-term benefits for you and your heirs.Each method has strengths and weaknesses in terms of suitability, complexity, and cost, and your goals will determine which techniques are most appropriate.

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Business Succession Planning through a GRAT

Andrew Horwitz |
My Business
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If you own a business that you wish to pass on to your heirs, a Grantor Retained Annuity Trust (GRAT) can offer tax savings and other advantages.A GRAT is a popular method of transferring property tax -efficiently, such as stock in a closely held business, to a trust in exchange for an annual payment (or annuity) for a term of years.GRATs allow a business owner to maintain control of the business, while passing along appreciation to the beneficiaries in the form of closely held stock.

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Strategies for Real Estate Developers

Donald P. DiCarlo Jr. |
My Business

Your business requires unique estate planning considerations.  As a real estate developer, you may be in a favorable income tax position.Strategies that reduce death-related taxes and estate administration costs are important to explore.Planning for the ultimate continuation or sale of your business is equally important.As a real estate developer, you may be in a favorable income tax position because of the nature of your business and the assets you employ in that business.

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