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To Sell or Not to Sell: The Great Inevitable Debate for the Family-Owned Business
August 13th, 2014
After years of hard work (possibly decades), your client has built a successful family-owned business. Now that your client is older, he/she is ready to sell the business and use the proceeds for their retirement. But you know that your client may be…
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Categories: Business Planning
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Probate, Estate and Business Planning Tips for Everyone!
August 26th, 2013
As a tax attorney (as well as an insurance representative and financial planner) that focuses my practice largely on Estate Planning for common folk and high-net-worth individuals alike, Business Planning, and Probate, this blog will be used to keep…
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Categories: Firm News
The Times They Are A-Changin': Digital Assets and Your Estate Plan
August 1st, 2013
For time immemorial, estate planners never had to worry about digital assets. But with the ever increasing reliance on and use of technology in the daily lives of the average American, estate planners must now consider the importance of digital asset…
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Say bye-bye to passive activity losses: A possible past-time for LLCs and LLPs
January 1st, 2010
Limited liability companies (LLCs) and limited liability partnerships (LLPs) are well ingrained as two of the preferred techniques used by estate planning professionals. Both LLCs and LLPs offer significant advantages that many other techniques do no…
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Choosing a Roth IRA
July 15th, 2009
One of the most-discussed ways of saving for retirement is through an Individual Retirement Arrangement or “IRA.” An IRA is a tax-advantaged retirement plan set up and managed by an individual (unless a financial advisor is hired to manage the in…
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Uncertain times for estate planners: What changes loom for 2009?
July 10th, 2009
Several possible changes that may occur in the very near future pose great uncertainty for estate planners. The biggest uncertainty revolves around the estate tax. The Economic Growth and Tax Relief Reconciliation Act of 2001 (“EGTRRA”) presently…
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A GRAT way to transfer wealth. Well, at least for now...
July 1st, 2009
If you possess assets that are appreciating fast (or at least you think they will), the GRAT is simply one of the most effective ways of transferring value at a low cost. The future of this technique is not clear, however, as proposed legislation cou…
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Private annuities
May 1st, 2009
A private annuity can be an effective way of transferring wealth to a family member, freezing the estate, avoiding estate and gift tax, and ensuring a lifetime stream of income. If the estate planning goal is to transfer assets to family members duri…
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The fine art of fine art investments
April 15th, 2009
In recent years, fine art has increasingly been viewed as a wise alternative investment and as a means to better achieve diversification. The low correlation of fine art to more traditional markets and a reasonable risk to reward ratio makes it an at…
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Estate planning in a low-interest-rate environment
April 1st, 2009
Low interest rates create planning opportunities for estate planning and their clients. The techniques benefited by the current low interest rates include intra- family loans, SCINs, installment sales to grantor trusts, GRATs, CLATs and charitable gi…
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About Jesse Coyle
Mr. Jesse T. Coyle is a licensed attorney in both North Carolina and Illinois, as well as a Certified Financial Planner™. Jesse has dedicated his career to helping all families navigate the complicated waters of estate planning and probate matters. Jesse and the members of Carolina Tax, Trusts & Estates are available for your call and would be pleased to assist you.
