Scott LaValley, Author at Independent Wealth + Business Advisory

Author: Scott LaValley

It’s Time to Dust Off Your Estate Plan

A properly drafted comprehensive estate plan is a very important piece of one’s overall financial plan. In a nutshell, it helps to make sure that your affairs are properly taken care of and ultimately makes sure that what you have ends up in the hands of those you want.

Intro to the Spousal Lifetime Access Trust

A Spousal Lifetime Access Trust, or a SLAT is an estate planning tool available to a married couple that allows a spouse the ability to remove assets from their combined estates by making a sizeable irrevocable gift to a trust today for the benefit of the other spouse, children, and future generations.

Buy-Sell Agreements – Preventative Medicine for Business Continuity

The impact from the death or removal of a co-owner, be it a shareholder, LLC member, or partner, can be softened in a time otherwise marked by a high degree of stress. A properly drafted and up-to date Buy-Sell Agreement helps plan for and eliminate almost all of the business continuity issues related to the death of a co-owner.

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Categories

It’s Time to Dust Off Your Estate Plan

Intro to the Spousal Lifetime Access Trust

Buy-Sell Agreements – Preventative Medicine for Business Continuity