The Motley Fool

JULY 22, 2024

This article is intended for educational purposes only and is not legal advice. In some cases, having legal oversight during the distribution process can be helpful because it ensures fairness and transparency. But a living trust is usually exempt from probate because of the legal ownership of assets within the trust.

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The Motley Fool

SEPTEMBER 26, 2023

This article is intended for educational purposes only and is not legal advice. Some big advantages to a living trust Also known as a revocable trust , a living trust is a legal document that fulfills many of the same purposes as a traditional last will and testament. Image source: Getty Images. First is the initial cost.

Legal 246

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The Motley Fool

SEPTEMBER 4, 2023

This article is intended for educational purposes only and is not legal advice. A last will and testament is indeed a useful and binding legal document, long a traditional means for allocating assets, assigning guardianship for minor children, and specifying other last wishes. But is it the best way?

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The Motley Fool

DECEMBER 23, 2023

This article is intended for educational purposes only and is not legal advice. There are do-it-yourself documents out there, but it's best to consult with an experienced estate attorney on all this. That's because a thoughtfully crafted living trust ensures your estate passes securely to heirs and avoids legal issues.

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Legal Education Consulting Consultants 245

The Motley Fool

SEPTEMBER 18, 2023

This article is intended for educational purposes only and is not legal advice. Just like you need to consult an expert here, do so over there. Consult a trusted tax and estate planner on those matters both here and in your new home before you sell assets and as you plan your estate. Same thing with inheritance taxes.

Taxes 263

Taxes Consulting Consultants Education 263

The Motley Fool

JULY 18, 2024

This article is intended for educational purposes only and is not legal advice. Either way, if you're not sure what to do (which is completely understandable), your best bet would be to consult an attorney who focuses on estate planning. For guidance on your personal situation, please contact a lawyer.

Education 246

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The Motley Fool

AUGUST 19, 2024

This article is intended for educational purposes only and is not legal advice. If you are considering a living trust, consult an estate planning attorney to see if it makes sense for your situation. For guidance on your personal situation, please contact a lawyer. To be clear, you can also change or revoke wills.

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Education Consulting Consultants Legal 246

Private Equity Wire

AUGUST 18, 2023

Ropes & Gray LLP served as legal counsel to BV. Like this article? Sign up to our free newsletter Author Profile Related Topics Deals Intelligence

Private Equity Firms 52

Private Equity Firms Private Equity Firms Consultants Consulting 52

Sara Grillo

JUNE 7, 2024

Several of the wealth managers had specialists in-house such as: Chief Philanthropic Advisor, Head of Tax Planning, Family Legal Counselor, Trust Officer If you can’t hire these specialists, work out an arrangement with a close third-party with this expertise. Respond to the expectation for specialized, high touch services.

High Net Worth Individuals 52

High Net Worth Individuals Consultants Consulting Legal 52

Integrity Financial Planning

SEPTEMBER 11, 2023

Source: [1] [link] This article is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not intended to provide specific legal or tax advice and cannot be used to avoid penalties or to promote, market, or recommend any tax plan or arrangement.

Taxes 98

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Hedgestone

JULY 5, 2023

While it is possible to sell a business without a lawyer, there are many legal considerations to keep in mind, and having a trusted legal professional by your side can make the process smoother and less stressful. Having a lawyer to manage this process can ensure that everything is in order and that the closing goes smoothly.

Due Diligence 52

Due Diligence Legal Consulting Consultants 52

Integrity Financial Planning

AUGUST 28, 2023

In this article, we’ll talk about what happens when you make this conversion and give you some examples of different financial situations for when this could be the right move for you. Sources: [1] [link] This article is designed to provide general information on the subjects covered. Let’s say you’ve just changed jobs.

Taxes 95

Taxes Consulting Consultants Legal 95

The Motley Fool

MAY 8, 2024

Our teams, in consultation with the relevant Turkish authorities, have been diligently working on finding the missing individuals and will continue to do so. We recorded charges totaling $288 million, including costs incurred to date, plus future remediation costs and legal contingencies. Third, the permanent remediation planning.

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Consulting Consultants Legal Banks 130

Hedgestone

JUNE 17, 2024

In this article, we’ll explore the various factors that play into this crucial question. Whether it’s lease conditions, legal stipulations, or tenant obligations, knowing where you stand can empower you. Whether it’s lease conditions, legal stipulations, or tenant obligations, knowing where you stand can empower you.

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Legal Consulting Consultants Exit Strategy 52

Hedgestone

JUNE 17, 2024

This article caters to those looking to navigate the complexities of selling an online business, especially focusing on the essential query: can I sell my Amazon business? Legal Considerations When Selling Your Amazon Business When you’re ready to sell your Amazon business, understanding the legal landscape is crucial.

Legal 52

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The Motley Fool

NOVEMBER 20, 2024

Consulting leaders like Accenture and Deloitte are taking NVIDIA AI to the world's enterprises. million developers and consultants to help clients build and run AI agents on our platform. Some of it would be legal intelligence like Harvey, digital marketing intelligence like Rider's, so on and so forth. with T-Mobile.

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The Motley Fool

AUGUST 8, 2024

We have some of the brightest minds in the legal technology industry, who have a strong ambition to deliver the absolute best products and services to our customers. We have a platform that's highly valued by legal teams and a services organization that provides world-class experiences and outcomes.

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Hedgestone

JUNE 15, 2023

In this article, we’ll discuss the ins and outs of selling a nonprofit business, and how HedgeStone Business Advisors can help you with the process. Finally, it’s important to consider the legal and tax implications of selling a nonprofit business.

Legal 52

Legal Mergers and Acquisitions Consulting Consultants 52

Sara Grillo

APRIL 19, 2024

I’m not a lawyer – so please don’t interpret anything I say here as legal advice. I was recently featured in a MarketWatch article about how to find a good financial advisor. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor.

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The Healthcare Investor

SEPTEMBER 14, 2023

While joint ventures still take the shape of a “traditional” model, which often involves the creation of one or more new legal entities owned by the joint venture partners (e.g., Further, all joint venture arrangements also must consider heightened antitrust scrutiny, which, in recent years, has blocked several proposed arrangements.

Legal 52

Legal Consulting Consultants Capital 52

Hedgestone

JUNE 19, 2023

In this article, we will guide you through the process of how to buy a nail salon business, step by step. You should work with an attorney and accountant to ensure all legal and financial requirements are met. Contact us today at (561) 593-3711 for a free consultation.

Due Diligence 52

Due Diligence Mergers and Acquisitions Consulting Consultants 52

The Motley Fool

JULY 11, 2024

Additionally, during Q1, we engaged Accordion, a leading management consulting company, to assist us in evaluating avenues to support our restructuring and profitability initiatives. Our legal costs moving forward should normalize, with lower expenses projected in the second half compared to the prior year.

Debt 130

Debt Legal Leveraging Capital 130

Hedgestone

JULY 10, 2023

In this article, we’ll go over some of the most important questions to ask before buying a business. What are the legal and regulatory considerations? Legal and regulatory considerations are important when buying a business. Call us today for a free consultation and let us help you find the perfect business to acquire.

Legal 40

Legal Due Diligence Consulting Consultants 40

Hedgestone

JULY 11, 2023

In this article, we’ll guide you through the process of buying someone out of a business, including the legal, financial, and practical aspects. Legal Considerations Buying someone out of a business involves a number of legal considerations.

Due Diligence 40

Due Diligence Buyout Legal Liabilities 40

Hedgestone

JUNE 27, 2023

In this article, we will explore the topic in more detail and provide some guidance on what to do if you find yourself in this situation. A business partnership is a legal structure that allows two or more individuals to own and operate a business together. What is a Business Partnership? Can a Business Partner Sell Without Consent?

Legal 52

Legal Buyout Mergers and Acquisitions Consulting 52

Hedgestone

JULY 10, 2023

In this article, we will provide a step-by-step guide on how to buy an LLC business. It allows business owners to have limited liability for the company’s debts and legal obligations while also enjoying the flexibility of a partnership. It involves reviewing financial statements, tax returns, contracts, and legal documents.

Due Diligence 40

Due Diligence Legal Mergers and Acquisitions Liabilities 40

Hedgestone

JULY 11, 2023

In this article, we’ll explore the benefits of using a broker, what to look for in a broker, and how HedgeStone Business Advisors can help you with the process. Selling a business is a complex process that involves a lot of paperwork, negotiations, and legal considerations. Call us today at (561) 593-3711 for a free consultation.

Due Diligence 52

Due Diligence Mergers and Acquisitions Consulting Consultants 52

Hedgestone

JUNE 24, 2023

In this article, we will discuss the ins and outs of buying a business with seller financing. This can be especially challenging if the seller has already received a portion of the purchase price, as they may have to take legal action to recoup their losses. Contact us today at (561) 593-3711 for a free consultation.

Financing 52

Financing Finance Due Diligence Mergers and Acquisitions 52

Sara Grillo

MARCH 22, 2024

This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor. There is nothing that guarantees that the information presented in this article or on this website is accurate. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice.

Legal 52

Legal Taxes Consulting Consultants 52

Sara Grillo

DECEMBER 22, 2023

I was recently featured in a MarketWatch article about how to find a good financial advisor. I did not interview all the hundreds of thousands of advisors out there, I conducted research using Google, consulted with my network, and posted on social media. For advise on such matters, contact a legal or compliance advisor.

Due Diligence 52

Due Diligence Consulting Consultants Legal 52

Axial

MAY 18, 2023

Hire an M&A consultant. Before engaging a consultant, ask to speak to references, see specific deals or projects they’ve worked on, and look at samples of past prepared materials. Begin aggregating the key materials, then consider handing them over to a consultant or bank for the final compilation and review.

Consulting 52

Consulting Consultants Legal Banks 52

Sara Grillo

OCTOBER 21, 2022

I am an irreverent and fun marketing consultant for financial advisors. One source interviewed for this article feels that a CFP® certificant who is a virtual paraplanner shouldn’t be charging less than $75/hour, which may then scale up with experience. For advise on such matters, contact a legal or compliance advisor.

Consulting 98

Consulting Consultants Legal Taxes 98

Indigo Marketing Agency

MARCH 6, 2023

This article represents the opinion of Mitlin Financial Inc. It should not be construed as providing investment, legal, and/or tax advice. To determine what may be appropriate for you, consult your financial advisor. Investing involves risk, including possible loss of principal.

Prospects 52

Prospects Best Practices Consulting Consultants 52

Axial

AUGUST 23, 2024

In this article, we outline the essential steps for selling a business, laying out how to enhance your success rate. So before starting the selling process (detailed below), consult with your accountant, tax advisor, wealth manager, spouse, and family. We also cover a less commonly mentioned aspect: the role of an M&A advisor.

Due Diligence 52

Due Diligence Legal Mergers and Acquisitions Prospects 52

The Motley Fool

MAY 9, 2024

I'm with Western Avenue Advisors LLC, which was hired in April as an investor relations consultant to the company following Sara Buda's recent departure. I would like to turn it over to the -- Bob Burrows -- Investor Relations Good morning. My name is Bob Burrows.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Legal Leveraging Capital 130

Hedgestone

JULY 11, 2023

In this article, we will guide you through the steps to broker a business deal and offer insights into how HedgeStone Business Advisors can help with the process. Due diligence involves reviewing the company’s financials, legal documents, and other critical information to ensure that the buyer is making an informed decision.

Due Diligence 40

Due Diligence Legal Consulting Consultants 40

Hedgestone

JUNE 23, 2023

In this article, we will explore the different factors that impact the value of a daycare business, and provide you with some tips on how to sell your daycare business for the best price possible. It’s important to work with a trusted attorney to ensure that the sale agreement is legally sound and protects your interests.

Mergers and Acquisitions 52

Mergers and Acquisitions Consulting Consultants Legal 52