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Searching Content indexed under Wealth & Asset Management by McLane Middleton, Professional Association ordered by Published Date Descending.
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New Considerations In Family Partnership Planning
Notwithstanding this landscape, the family limited partnership as a planning strategy remains viable and offers many benefits.
United States
2 May 2019
2
The New Hampshire Foundation Act: A Solid Foundation For Wealth Management On A Global Scale
New Hampshire recently signaled its intention to be one of the leading states for fiduciaries to consider by enacting The New Hampshire Foundation Act, making it the first state to permit the establishment of civil law foundations.
United States
19 Mar 2019
3
Employers Beware, The Government Shutdown Did Not Stop IRS Collection Activity
Although the government shutdown appears to be over, at least temporarily, businesses will need to deal with the aftermath of the lengthy shutdown.
United States
31 Jan 2019
4
Using An Advisory Board As A Planning Tool
Only a third of family businesses survive from the founding generation to the next.
United States
21 Mar 2018
5
Trust Can Protect Assets From Creditors
Q: My neighbor, an OB-GYN, recently mentioned that she created a special Trust to help protect some of the assets of which she has worked so hard to accumulate...
United States
7 Sep 2015
6
Starting A Business Together
What happens to an owner’s interests in the business if he or she dies, retires, or wants to sell that interest, or if a majority decide that an owner must be expelled?
United States
19 Jan 2015
7
Seacoast Online: What To Do When A Client Becomes Mentally Impaired - 6/2010
A discussion on the matters to be taken into consideration by wealth managers when being faced with the issue of their client's future mental incapacity.
United States
18 Feb 2013
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