As we head toward year end, your company may be reviewing its business strategy for 2017 or devising plans for 2018. As you do so, be sure to give some attention to the prices you’re asking for your existing products and services, as well as those you plan to launch in the near future. The […]Continue reading

DISRUPTIVE INNOVATIONS IN ESTATE PLANNING (Electronic Wills) BY THEUS LAW OFFICES A new disruptive innovation is on the horizon in the area of estate planning, namely electronic wills.  An electronic will is one that is digitally (not physically) signed and stored electronically. Traditionally, all parties to a will (the testator, two witnesses and a notary) must [...]Continue reading

In their efforts to grow and succeed, many companies eventually reach the edge of a precipice. Across the divide lies a big step forward — perhaps the acquisition of a competitor or the purchase of a new property — but, financially, there’s no way across. The money is just not there. One way to bridge […]Continue reading

One health care arrangement that has been soaring in popularity in recent years has been the pairing of a high-deductible health plan (HDHP) with a Health Savings Account (HSA). The good news is that not only does an HSA provide a tax-advantaged way to pay for health care costs, but it also can help you […]Continue reading

THE COST OF A REVOCABLE TRUST IN LOUISIANA (Does It Measure Out?) BY THEUS LAW OFFICES Mrs. Gladys Holsum received an invitation to a free educational seminar about estate planning. At the seminar, after a long parade of horribles, Gladys was told she needed a revocable trust to avoid an impending calamity. She was told that [...]Continue reading

Are you the founder of your company? If so, congratulations — you’ve created something truly amazing! And it’s more than understandable that you’d want to protect your legacy: the company you created. But, as time goes on, it becomes increasingly important that you give serious thought to a succession plan. When this topic comes up, […]Continue reading

Charitable giving is a key part of estate planning for many people. If you’re among them and own valuable works of art, they may be ideal candidates for charitable donations during your life. Generally, it’s advantageous to donate appreciated property because, in addition to gaining a valuable tax deduction, you can avoid capital gains taxes. […]Continue reading

“We love our customers!” Every business owner says it. But all customers aren’t created equal, and it’s in your strategic interest to know which customers are really strengthening your bottom line and by how much. Sorting Out the Data If your business systems track individual customer purchases, and your accounting system has good cost accounting […]Continue reading

For many people today, income tax planning offers far greater tax-saving opportunities than gift and estate tax planning. A record-high gift and estate tax exemption — currently $5.49 million ($10.98 million for married couples) — means that fewer people are subject to those taxes. If gift and estate taxes aren’t a concern for your family, it can […]Continue reading