Irvine Blackman, Brian I. Whitlock

Family Limited Partnerships

Use this investment strategy to make sure you and your family win the estate tax game, and the IRS loses.

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Transfer Your Business, Yet Retain Control

Recapitalizing and setting up an IDT are two strategies for doing so.

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The R&D Tax Credit

Look at your company’s research and development activities for another way to lower your tax bill.

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Basics

Why So Much Life Insurance?

The tax breaks make it an attractive strategy for creating more wealth.

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Estate Plan Secrets They Don’t Reveal in Law School

A successful plan uses a variety of strategies to cut taxes and create more wealth.

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It Takes a Network to Conquer the Tax Beast

Creating a truly comprehensive estate plan is more than the typical family lawyer can handle on his or her own.

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Eliminating the Estate Tax

These legal strategies can help keep your wealth intact for your heirs.

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New Law Provides Business Opportunity

Take advantage of the extended gift-tax exemption and spousal access trusts to support your family and lessen the estate tax blow.

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Keep the Family Business in the Family

Consider this strategy to protect your successor’s money in the event of divorce.

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Enrich Your Family Wealth, Not the IRS

Here are four strategies every family business owner should follow.

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A Well-Guarded Investment Secret

Life settlements can help small business owners and individuals reap a high rate of return on their smaller investments.

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Do You Have a Small Fortune in an IRA?

Escape the double-tax monster and build a tax-free future for your family.

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