Mergers and Acquisition
When businesses or professionals talk about engaging in mergers or acquisitions (M&A), what exactly might that entail? In a general sense, M&A is a broad term used to describe the…
Put it in Writing – the Insufficiency of the Handshake Deal and the Praise of the Contract
Have you ever yearned for the good old days where a handshake deal was all you needed? The days where, with that handshake, you could trust that the deal would…
Oil and Mineral Rights
Property rights are often considered a “bundle of sticks” where a person can own varying interests in land. The person can own the entire bundle – called “fee simple.” Or,…
Small Business Valuation
Small business owners often have a very difficult time trying to determine the value of their business. Perhaps the owner has never taken the time to consider the value. Perhaps…
The Intersection of Estate and Financial Planning
Sometimes the concept of financial planning is considered distinct from the more laborious and esoteric task of estate planning. The financial plan is the “low hanging fruit” that is usually…
BALI
Adverse Possession
Your property can be taken from you even though you have ostensibly done nothing wrong. You have paid your bills and you are current on your taxes and you have…
Your Dog and Your Liability – Strict Liability for Your Best Friend
Personal liability exposure is an important planning consideration. A person should be able to identify potential risks and assess means to mitigate those risks with the ultimate goal of reducing…
Owner-Only 401(k) for Business Owners for Tax Savings
Conventional financial wisdom suggests that the first thing a person should do after building the three to six month rainy-day fund is to maximize contributions to retirement accounts. Qualified retirement…
The Invisible Hand Steering Education: The Education Trust
Of course, there are many options available to pay for the education of a loved one. There are direct gifts, state-sponsored 529 plans, and educational savings accounts, to name a…
2A90HFY Senior grandparents playing with grandchildren and having fun with family
The Private Family Foundation
Financially successful individuals often contemplate the highest and best use of their assets. In some cases, those same individuals have decided that the natural objects of their bounty (i.e. the…
