As with all estate plans, there are many factors that must be considered to determine the options that are most beneficial to you, your business and your family.
Topics covered in this whitepaper include:
- Tax Consequences for Sole-Proprietorships
- Tax Consequences for S-Corporations
- What Can Proper Estate Planning Do to Reduce These Tax Consequences?
- Family Limited Partnerships and Limited Liability Companies
- Irrevocable Life Insurance Trusts
- Personal Residence Trusts
- Joint Accounts and Joint Ownership
Click here to read the whole article or download the PDF.
A graduate of Boston University School of Law, Scott P. Schomer is a frequent lecturer on estate planning and elder law issues, having discussed these important issues on local and national television. A seasoned courtroom advocate, Scott has obtained combined judgments and verdicts in excess of twenty-five million dollars for his clients. Read More!
Latest posts by Scott Schomer, Estate Planning Attorney (see all)
- Reasons to Incorporate a Living Trust into My California Estate Plan - August 16, 2026
- What You Need to Know about Funding a Trust in California - August 15, 2026
- Estate Planning for Real Estate Owners in California - August 14, 2026
