Posts Tagged ‘Investments’
Estate Planning Basics: Trust Planning for Minor Children Beneficiary Designations
Life Insurance / Retirement Account Designations and Minor Children The Background: Naming a Minor Child as a Beneficiary Anyone with a life insurance policy, a 401K or IRA has (or, at least, should have) designated one or more beneficiaries for that account or asset. When deciding who to list as beneficiary, it’s not uncommon to…
Read MoreLooking for Investors in Your Company? Get to Know “Regulation D”
Private Placement and Regulation D The Sale of Stock as a Private Placement. Private Placement and Regulation D. These are concepts that apply to the sale of what are known as securities. Sometimes securities transactions are involved in M&A transactions. But for many companies, these concepts are most commonly implicated when looking for investors. When…
Read MoreRecent Events Roundup: Highlighting Key Concerns of Non-Competes, Franchising and Investing
The Triangle Business Journal recently highlighted a couple of locally-arising events that have potential consequences and implications that are anything but local in scope. Consider these examples as they may apply to your business and employment endeavors. Employment Agreements and Promises not to Compete or Solicit. First up is an article about a suit brought…
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