Selected Executive Compensation Techniques

October 15, 2011

PREFACE In today’s competitive markets, employers must find ways to attract and retain new talent to their work forces without draining valuable cash reserves. This publication describes several common incentive equity compensation techniques that reward key employees and stimulate business development and growth. Each alternative involves either actual stock ownership compensation, or “phantom” arrangements for […]

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Estate Planning

October 14, 2011

Planning for the management and distribution of your property and assets is important for everyone. An up-to-date estate plan should save most families time, grief and expense following the death of a loved one. What is Estate Planning? A proper estate plan puts your property and resources to the best possible use for you during […]

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Exit Strategies for Business Owners

October 14, 2011

Like most business owners, you focus on marketing, sales, cash flow, employee retention, and the day-to-day details of your business. Your business plan helps map your path to success and sustain momentum. But you probably won’t own your business forever, and you know you can’t take it with you when you die. What is Business […]

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Charitable Lead Trust

October 14, 2011

When people think about providing an inheritance to children and making a significant charitable gift through their estates, a vehicle known as the “charitable lead trust” is an excellent way to accomplish both objectives. A charitable lead trust is a trust that the estate owner establishes either during life (an inter vivos trust) or at […]

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Charitable Remainder Trust

October 14, 2011

A charitable remainder trust technique permits a donor (you) to irrevocably transfer money, real estate, securities or other assets to a trust that will then pay you an income for life or for a period of years. If you wish, the trust also can pay an income to another beneficiary of your choice. At the […]

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Donor-Advised Funds: The Fund That Listens to You

October 14, 2011

Gone are the days when only people with millions of dollars and names like Rockefeller, Kennedy or Gates could establish family foundations from which to spread their wealth. Now mainstream Americans with a fraction of the resources can take an active role in benefiting their communities through donor-advised funds. These funds are usually created through […]

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