BNY Mellon Wealth Management is proud to sponsor the 53rd Annual Heckerling Institute on Estate Planning January 14th - January 18th | Orlando, FL
Thoughtful tax, trust and estate planning and business succession strategies provide the greatest opportunity to maximize legacy economic wealth for business owners.
Despite having established clever estate planning structures that work well when all family members live in the same country, affluent families may find that those same structures present unique and unexpected challenges when a member of the family lives abroad and gets divorced.
The Qualified Small Business Stock exclusion is an extremely valuable incentive for entrepreneurs and investors. If certain requirements are met, this tax benefit can provide significant savings.
Remembering these eight critical considerations can help divorcing spouses avoid the costly and frustrating tax consequences that result from poor planning.