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Articles

Listed below are links to helpful articles on a variety of subjects. Please note that these articles are provided for general information only. Reading these articles is no substitution for obtaining your own legal counsel who will be familiar with your specific set of facts and circumstances.

Community Associations

Education for Homeowner Leaders

 

Estate Planning

Here is some Clarity about the Estate Taxes for 2010, 2011, and 2012.
http://www.nytimes.com/2011/02/13/business/yourtaxes/13estate.html/

Charitable Lead Trusts Are Looking Pretty Good Right Now.
http://www.nytimes.com/2011/07/23/your-money/estate-planning/charitable-lead-trusts-draw-renewed-interest.html?_r=1&partner=rss&emc=rss

What's the Deal with the Estate Tax in 2010?
http://moneywatch.bnet.com/retirement-planning/article/estate-tax-what-you-need-to-know-for-2010/378294/

A Guide to the Administration of Decedent's Estates in Virginia
http://216.230.13.18/adminguide.pdf

What is an "AB Trust"? (Tax Planning for Married Couples)
http://wills.about.com/od/overviewoftrusts/a/abtrust.htm

Methods of Distribution: Per Capita vs. Per Stirpes
http://en.wikipedia.org/wiki/Per_stirpes

Answers to Frequently Asked Questions on Gift Taxes
http://www.irs.gov/businesses/small/article/0,,id=108139,00.html

Annual Gift Exclusion
http://wills.about.com/od/termsbeginningwitha/g/annualexclusion.htm

Do Not Name Minors as Beneficiaries of Life Insurance
http://www.newyorklife.com/nyl/v/index.jsp?contentId=12034&vgnextoid=7a5ece94229d2210a2b3019d221024301cacRCRD

Irrevocable Life Insurance Trust (ILIT)
ezinearticles.com/

The Qualified Personal Residence Trust -- Nice Tax Advantages
en.wikipedia.org/wiki/Qualified_personal_residence_trust

 

Business Succession

Family Business Planning, Overview
http://sbinfocanada.about.com/cs/buysellabiz/a/succession1.htm

Six Strategies for Succession Planning
http://articles.practice.findlaw.com/2008/Aug/20/500.html

Making a Smooth Transition of the Family Business
http://www.kiplinger.com/features/archives/2008/05/krr_passing_on_the_family_business.html

Using Insurance to Aid in the Succession Plan
(For information only; we have no affiliation with ING)
http://www.ing-usa.com/us/businesses/businesscontinuation/index.htm

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