Opinions expressed by Entrepreneur contributors are their own. Acquisitions can involve a lot of hard work. Beyond valuations, financing and so on, you need to understand how to isolate acquisition ...

When a person dies, their assets generally transfer to a new owner in one of four ways: • Joint owner with survivorship rights. • Payable-on-death/transfer-on ...

For assets such as business interests, real estate and concentrated stock positions that you’re confident will increase in value over time there is a way to use a trust to take the appreciation out of ...

A domestic asset-protection trust (DAPT) is an irrevocable self-settled trust in which the grantor is designated a permissible beneficiary and allowed access to the funds in the trust account. If the ...

Transfer on Death (“TOD”), also known as Payable on Death (“POD”), account registrations are a popular way to avoid the requirement to pass assets through probate upon death and operate as an ...

In many cases, taxpayers attempt to transfer assets or property to third persons to shield those assets and property from the federal tax lien or federal tax levy. Predictably, the IRS has various ...

In Private Letter Ruling 202328004 (April 18, 2023), a transferring private foundation sought several rulings involving Internal Revenue Code Sections 507, 4940, 4941 ...