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Four estate planning questions

By Yisroel Sandel on January 07, 2024

Hearing that you ought to update your will is little bit like being told to take up jogging. Everybody knows it’s the right thing to do, but that doesn’t make…

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HOW TO TURN $25 MILLION OF TAX INTO $50 MILLION OF CHARITY

By Yisroel Sandel on December 01, 2023

A family sold their legacy real estate portfolio for $120 million, creating a tax liability of $25 million.They were prepared to pay the tax with no better options available.  When…

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Estate Organizer: Twelve key documents you need to gather

By Yisroel Sandel on November 01, 2023

Can you imagine what would happen if you died and your beneficiaries didn’t know where to find your will? Or your money? It happens all the time according to Jim…

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Estate Planning Questions For Business Owners

By Yisroel Sandel on October 02, 2023

If you are a business owner, your estate plan should cover both your personal and business assets. Estate planning for business owners is more complicated because it needs to address…

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Shareholder agreements

By Yisroel Sandel on July 03, 2023

If your corporation has more than one shareholder, a shareholders’ agreement should be drawn up to establish the ongoing rights and responsibilities of the shareholders in the ownership and administration…

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