You don’t have to be ‘rich’ to have a will
The TaxLetter •2021-04-06 •
If you have a family and assets, you need an estate plan and a will. And, says WealthInsurance.com CEO Mark Halpern, you need to review it at least every five Read More
Keyword: shareholder agreements
You don’t have to be ‘rich’ to have a will
The TaxLetter •2021-01-21 •
If you have a family and assets, you need an estate plan and a will. And, says WealthInsurance.com CEO Mark Halpern, you need to review it at least every five Read More
You don’t have to be ‘rich’ to have a will
The TaxLetter •2020-01-26 •
If you have a family and assets, you need an estate plan and a will. And, says WealthInsurance.com CEO Mark Halpern, you need to review it at least every five Read More
Smart tax planning for a family business
The TaxLetter •2016-08-18 •
Mark Halpern is a Certified Financial Planner, Trust and Estate Practitioner and regular contributor to The TaxLetter. He is an expert in succession planning for family business owners and tax Read More
Smart tax planning for a family business
The TaxLetter •2016-08-11 •
Mark Halpern is a Certified Financial Planner, Trust and Estate Practitioner and a regular contributor to The TaxLetter. He has extensive experience in succession planning for family business owners using Read More
