Jessica Arends

Partner

The Dos and Don’ts of Gifting Ownership to the Next Generation

Transitioning a family business to the next generation very often involves gifting ownership. Here are some tips on gifting ownership to the next generation: 1. Gifting needs to be part of an overall succession strategy. While gifting ownership in a family business is very common, it would be very problematic to make a gift without

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Learn How a Medicaid Asset Protection Trust Works to Protect Your Home

A couple months back, I wrote about the Medicaid Rules, how they apply to your home, and introduced the Medicaid Asset Protection Trust.  This month, I would like to further explain the Medicaid Asset Protection Trust and how it is used to protect your home. To start, let’s review the general structure of a Medicaid

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Business Owners: Don’t Forget This Important Item When Selling Your Company

All sellers focus on the amount they are selling their business for and how they are going to get paid.  That makes perfect sense. However, it is rare they spend time planning for how the sale proceeds will be taxed.  This could result in a tax savings of approximately 15% and a sizeable amount of

Business Owners: Don’t Forget This Important Item When Selling Your Company Read More »

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Seminar Registration

Fill in the form below to reserve your spot today for each person attending. If you have any questions, please call the office at 616.392.1821.

Seminar Registration

Fill in the form below to reserve your spot today for each person attending. If you have any questions, please call the office at 616.392.1821.

Seminar Registration

Fill in the form below to reserve your spot today for each person attending. If you have any questions, please call the office at 616.392.1821.

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