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Plan carefully to avoid GST tax surprises

If you want to share some of your wealth with your grandchildren or great grandchildren — or if your estate plan is likely to benefit these generations — it’s critical to consider and plan…
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Brad Cashman Provides List of Reminders for Sellers Considering Seller Financing in Article for Finance & Commerce M&A Monthly Column  

From Business Owner to Amateur Lender: What to Consider Before Agreeing to Seller Financing The lifeblood of M&A transactions is capital, and we have been fortunate enough to have recently gone through a prolonged…
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Chris Mumm to Moderate Upcoming ACG MN Panel Discussion on Trends in the Hospitality Industry

Chris Mumm will moderate a panel presentation at the next Association of Corporate Growth (ACG) Minnesota monthly luncheon. The presentation “Trends in the Hospitality Industry” will take place on March 21, 2023, from 11:30…
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Enacting a spendthrift trust can be beneficial to your loved ones

Are you concerned that some of your beneficiaries might squander their inheritances or simply aren’t equipped to handle the financial responsibilities that come with large sums of money? You don’t have to hold on…
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Have you recently reviewed your life insurance needs?

Once upon a time, life insurance played a much larger part in an estate plan than it does now. Why? Families would use life insurance payouts to pay estate taxes. But with the federal…
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To file or not to file a gift tax return, that is the question

If you made gifts last year you may be wondering if you need to file a gift tax return. The short answer: There are many situations when it’s necessary (or desirable) to file Form…
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John Remakel Discusses Growing Trend of Materiality Scrapes in M&A Transactions in Article for Finance & Commerce M&A Monthly Column

Materiality Scrapes are No Longer just a “Trend” but the Norm in M&A Minnesotans are not the only ones who are scraping car windows, sidewalks and driveways these days, Buyers in M&A transactions are…
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Provide your heirs the option of creating an inheritor’s trust

Even though it may not be top of mind when you’re developing or revising your estate plan, it’s important to consider how bequeathing assets to your family might affect them. Why? Because when your…
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How to Use a Board for Your Company

After decades of representing companies in the restaurant and franchise world, I’ve come to the conclusion the majority of the successful companies have effective boards. They can be formal, legal boards or advisory boards,…
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Joint ownership isn’t right for all estate plans

Generally speaking, owning property jointly benefits an estate plan. Indeed, joint ownership offers several advantages for surviving family members. However, there are exceptions and it’s not the solution for all estate planning problems. 2…
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Monroe Moxness Berg has provided legal and financial expertise in business law, finance, mergers and acquisitions, intellectual property, franchise and distribution, estate planning, taxation, wealth preservation, real estate, land use, employment, and commercial litigation for more than 30 years.

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