business owners Tag

Control, Taxes, and What the Documents Don’t Explain

18 Jun

Revocable vs. Irrevocable Trusts: The Structural Distinction That Shapes Every Other Planning Decision

Most families of multi-generational wealth have revocable and irrevocable trusts somewhere in their estate plan. However, relatively few can explain why one structure includes assets in a grantor’s taxable estate while the other does not — or what that difference means for income tax, estate and gift tax, GST tax...

08:53 / General

You're Their Biggest Client. That's the Problem.: What Your Financial Advisor, CPA, and Estate Attorney Haven't Told You and Why It's Costing Your Family Business

06 May

You’re Their Biggest Client. That’s the Problem: A Conversation with Taylor Smith

In this episode of the StoryLens Podcast, John Christensen and Cameron Bond sat down with marriage and family therapist Ken Howard to examine the difference between conflict and combat, why reconciliation is a learned skill, and how families can begin repairing what has broken....

21:41 / General