Buy-Sell Agreements: 2 Strategies
BUY-SELL AGREEMENT MECHANICS
Stock Redemption vs. Cross Purchase
Stock Redemption Buy-Sell Agreement
Under a redemption arrangement, your Company agrees to redeem the shares/interest of a deceased owner at his death, and the owner agrees prior to death that his estate will transfer the shares back to the Company for an agreed-upon price....
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Nothing is as UNcertain as the Election and Estate Taxes
Ever since the increase of the estate tax exemption to $5 Million (indexed for inflation in year, making the estate tax exemption $5.45M in 2016), the chatter with the estate tax has simmered. For those who have forgotten about the estate tax, in simple, albeit, incomplete terms, in 2016 you may give away $5.45M to any...
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IDGT: The Intentionally Defective Grantor Trust — More than an Estate Planning Tax Widget
I.D.G.T. - INTENTIONALLY DEFECTIVE GRANTOR TRUST
Tax Window Closing 2012
Certain irrevocable trusts are great this year for those concerned with the potentional lost tax/estate/asset protection planning opportunities closing at the end of 2012.
BirdDog graphics, print & packaging, LLC Delivers Quaility Estate Planning Binders to Borakove Osman LLC
Chris Dunn, owner and founder of BirdDog graphics, print, & packaging LLC just delivered our personalized Estate Planning binders. Exceptional quality! Even better client/customer service!
Borakove Osman LLC puts the “Elephant in the Room” on Display
Despite the many benefits of estate planning, families often put off planning so long that it becomes a dreaded topic-- the proverbial "Elephant in the Room."
At Borakove Osman LLC, we help our clients confront the elephant, eliminate dread, and and dispell uncertainty. At our firm, we put the elephant center stage. We believe that...
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