by Ruyle & Ruyle | Feb 27, 2017 | News
In recent years Small Business or Corporate Qualified Retirement plans have lost favor as a result of higher administration costs, narrowing income tax brackets and strict ERISA rules including discrimination, vesting, funding and prohibitive investments. The primary...
by Ruyle & Ruyle | Feb 27, 2017 | News
Family Documents and Information: Current wills and/or trusts, if anyNames of immediate family members and birth datesCopies of deeds to real property (for title purposes) and any information regarding present fair market valueManner of title holding of any stock (how...
by Ruyle & Ruyle | Feb 27, 2017 | News
► Federal and California Laws and Regulations: Congress enacted the American Taxpayer Relief Act of 2012, known as ATRA. While estate tax planning is only one aspect of the estate planning process, the permanence of the new law provides a welcome contrast to...
by Ruyle & Ruyle | Feb 27, 2017 | News
Captive insurance is a form of self-insurance where a subsidiary company is formed to provide property and casualty insurance for the parent company. It functions as a risk management tool, an investment vehicle, and a planning structure that allows for significant...
by Ruyle & Ruyle | Feb 27, 2017 | News
As Financial and Family Estate and Business Planners we have many clients that have family businesses that have names and “logos” that they have worked hard to give special meaning. Established firms often regard their trademarks among their most valued assets, since...
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