3 Reasons you Should Continue Making Lifetime Gifts

3 Reasons you Should Continue Making Lifetime Gifts BY THEUS LAW OFFICES Now that the gift and estate tax exemption has reached a record high of $11.18 million (for 2018), it may seem that gifting assets to loved ones is less important than it was in previous years. However, lifetime gifts continue to provide significant benefits, whether [...]Continue reading

Is a Significant Portion of Your Wealth Concentrated in a Single Stock?

Is a Significant Portion of Your Wealth Concentrated in a Single Stock? BY THEUS LAW OFFICES Estate planning and investment risk management go hand in hand. After all, an estate plan is effective only if you have some wealth to transfer to the next generation. One of the best ways to reduce your investment risk is [...]Continue reading

Prepare for Valuation Issues in Your Buy-Sell Agreement

Prepare for Valuation Issues in Your Buy-Sell Agreement BY THEUS LAW OFFICES Every business with more than one owner needs a buy-sell agreement to handle both expected and unexpected ownership changes. When creating or updating yours, be sure you’re prepared for the valuation issues that will come into play. Issues, What Issues? Emotions tend to run [...]Continue reading

For Unmarried Couples, Estate Planning is Indispensable

For Unmarried Couples, Estate Planning is Indispensable BY THEUS LAW OFFICES When married couples neglect to prepare an estate plan, state intestacy laws step in to help provide financial security for the surviving spouse. It may not be the plan they would have designed, but at least it offers some measure of financial security. Unmarried couples, [...]Continue reading

Keeping a King in the Castle with a Well-Maintained Cash Reserve

Keeping a King in the Castle with a Well-Maintained Cash Reserve BY THEUS LAW OFFICES You’ve no doubt heard the old business cliché “cash is king.” And it’s true: A company in a strong cash position stands a much better chance of obtaining the financing it needs, attracting outside investors or simply executing its own strategic [...]Continue reading

2 Ways to Transfer a Family Business

2 Ways to Transfer a Family Business BY THEUS LAW OFFICES For many people, a family-owned business is their primary source of wealth, so it’s critical to plan carefully for the transition of ownership from one generation to the next. The best approach depends on your particular circumstances. If your net worth is well within the [...]Continue reading

Claims Against Immigration and Customs Enforcement (ICE) Officers for Wrongful Acts

Claims Against Immigration and Customs Enforcement (ICE) Officers for Wrongful Acts BY THEUS LAW OFFICES U.S citizens, lawful permanent residents, and other individuals with lawful or unlawful status who are unlawfully arrested and detained by ICE officers may potentially have claims against the U.S government under the Federal Tort Claims Act (FTCA). FTCA claims also may [...]Continue reading

Dig Out Your Business Plan to Prepare for the Year Ahead

Dig Out Your Business Plan to Prepare for the Year Ahead BY THEUS LAW OFFICES Like many business owners, you probably created a business plan when you launched your company. But, as is also often the case, you may not have looked at it much since then. Now that fall has arrived and year end is [...]Continue reading

Retiring Abroad? Review Your Estate Plan Before Making the Move

Retiring Abroad? Review Your Estate Plan Before Making the Move BY THEUS LAW OFFICES If you dream of spending your golden years in a tropical paradise, a culture-rich European city or another foreign locale, it’s important to understand the potential tax and estate planning implications. If you don’t, you could be hit with some unpleasant surprises. [...]Continue reading

A Strong BYOD Policy Combines Convenience with Security

A Strong BYOD Policy Combines Convenience with Security BY THEUS LAW OFFICES It’s easy to understand why more and more businesses are taking a “bring your own device” (BYOD) approach to the smartphones, tablets and laptops many employees rely on to do their jobs. BYOD can boost employee efficiency and satisfaction, often while reducing a company’s [...]Continue reading

Theus Law Offices