Mergers and Acquisitions: What to Do Next?
March 15, 2019Mergers and Acquisitions Next Steps Mergers and acquisitions (M&A) is an overarching term used to describe the combining of two corporations to make one large company. The reason for such a coming together varies but sometimes may be the result of one business attempting to cut its cost of operation by joining with another, more… Read more »
What is the Best Way to Communicate With My Advisory Team?
March 14, 2019What is the Best Way to Communicate With My Advisory Team? It’s Your Financial Advisory Team-You need to find the best way to communicate with them. Who Should Be on Your Team? The answer depends a bit on who you are, what your life situation is and what your goals are. Here are some guidelines:Financial… Read more »
I’ve Created and Funded My Living Trust – What do I Need to do to Maintain It?
February 28, 2019How to Maintain My Living Trust It is simply not enough to create a living trust, no matter how well designed and drafted. You need to maintain the living trust as well. Changes in your personal and financial circumstances, changes in the law, and changes in your attorney’s knowledge and experience, affect the long-term viability… Read more »
Can I Withdraw my Retirement Plan Dollars at Any Time?
February 15, 2019When to Withdraw Your Retirement Plan Dollars Whether or not you may withdraw the money in your retirement plan at any time depends upon the type of retirement plan. There are a variety of retirement plans to consider. Types of Retirement Plans Here are some basics of review the options offered by the IRS …. Read more »
What is a Donor-Advised Fund?
February 08, 2019An alternative to a family foundation is a donor-advised fund. Many brokerage firms and investment companies offer their own versions of donor-advised funds. These funds are established as public charities and contributions are tax deductible as charitable gifts. They can be established with a relatively small contribution (many require an initial gift of only $5000)… Read more »
Does Life Insurance Play a Role in the Success of My Financial or Estate Plan?
January 25, 2019How Does Life Insurance Play a Role in the Success of My Financial Plan? Insurance policies are an important part of your overall wealth plan. They are purchased to protect against an unexpected loss which could cause your financial or estate plan to fail. While life insurance is not compulsory in developing financial and estate… Read more »
Preparing Your Will: What You Should Not Forget
October 25, 2018Rules on Preparing Your Will by Chicago Estate Plan Lawyers Death is not something that most people care to think about. However, if you have entered your senior years you should begin the process of estate planning. This is the only way to ensure that your assets and estate are divided and distributed according to… Read more »
Corporate Counselors: How It Can Help
October 14, 2018Corporate Counselors and Counsel Ways It Can Help In business, you need to have the right strategy. It is no different when it comes to your legal resources. If you do not have a strategy in place, you could end up missing out on opportunities and putting yourself at more risk than you need to…. Read more »
Why You Should Have an Attorney for Venture Capital Issues
October 06, 2018When it comes to the business world, venture capital is in a category all its own. You need to approach it with the right strategy; if not, you could have huge issues on your hands. That is why you want to have Chicago Illinois business lawyers on your side at Anthony J. Madonia & Associates…. Read more »
Equity Do’s and Don’ts
September 29, 2018The Do’s and Don’ts of Equity Property values and equity can be overwhelming for a person who is unfamiliar with how they work. These are two concepts that are important to know for estate planning. So, a property owner should understand what they mean and how they apply to them. Equity is an asset that… Read more »