The Motley Fool

FEBRUARY 2, 2024

A living trust is a legal arrangement where a trustor (whoever creates the trust) places assets -- whether money, investments, real estate, or whatever -- in a trust to be managed by a trustee for their chosen beneficiaries. Probates are good for legal oversight, but they can be time-consuming, with many taking months or years to complete.

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The Motley Fool

SEPTEMBER 26, 2023

This article is intended for educational purposes only and is not legal advice. Some big advantages to a living trust Also known as a revocable trust , a living trust is a legal document that fulfills many of the same purposes as a traditional last will and testament. For guidance on your personal situation, please contact a lawyer.

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The Motley Fool

SEPTEMBER 4, 2023

This article is intended for educational purposes only and is not legal advice. A last will and testament is indeed a useful and binding legal document, long a traditional means for allocating assets, assigning guardianship for minor children, and specifying other last wishes. But is it the best way?

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The Motley Fool

JULY 15, 2023

Gather financial accounts and legal documents First, you want to gather all your parents' financial accounts and relevant legal documents (if your parents are anything like mine, this is much easier said than done). Insurance, retirement accounts, investments, assets, and wills can complicate the process.

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Private Equity Insights

NOVEMBER 6, 2023

Guidehouse, a leading global provider of consulting services to the public sector and commercial markets, entered into a definitive agreement to be acquired by an affiliate of Bain Capital Private Equity (“Bain Capital”) for $5.3bn. Milbank LLP and Covington & Burling LLP are serving as legal counsel to Guidehouse and Veritas.

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The Motley Fool

DECEMBER 23, 2023

This article is intended for educational purposes only and is not legal advice. There are do-it-yourself documents out there, but it's best to consult with an experienced estate attorney on all this. That's because a thoughtfully crafted living trust ensures your estate passes securely to heirs and avoids legal issues.

Legal 245

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The Motley Fool

MAY 12, 2024

Here are some steps you can take in 2024 to get the ball rolling: Open an account : You can set up and manage a custodial Roth IRA for your child until they are legally allowed to control the account. Consult with a CPA or other tax professional to ensure you stick to the rules.

Taxes 245

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The Motley Fool

JANUARY 22, 2024

Image source: Getty Images Small business owners have to deal with a few different types of legal compliance and document filing requirements throughout the year. But along with forming an LLC, filing annual reports for a corporation, or filing business tax returns, now there's a new one called "BOI."

Legal 246

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The Motley Fool

SEPTEMBER 18, 2023

This article is intended for educational purposes only and is not legal advice. Just like you need to consult an expert here, do so over there. Consult a trusted tax and estate planner on those matters both here and in your new home before you sell assets and as you plan your estate. Same thing with inheritance taxes.

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Taxes Consultants Consulting Education 263

The Motley Fool

MAY 6, 2024

Legal and regulatory issues Starting a new business is easy, right? Depending on what type of product or service you intend to offer customers, and the structure of the business you want to set up, you could be facing far more legal and regulatory hoops to jump through than you may realize, beginning with obtaining a business license.

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Private Equity Wire

MARCH 15, 2024

Its Dubai office offers legal, corporate services and regulatory consulting. Ogier has offices in the Dubai International Finance Centre, the Cayman Islands, British Virgin Islands, Guernsey, Ireland, Jersey and Luxembourg.

Hedge Funds 95

Hedge Funds Law Firms Consultants Consulting 95

The Motley Fool

MARCH 14, 2024

If you're a few weeks or even months late in filing your New York State tax return, you may want to consult a tax professional. Basically, any time you're at risk of being charged with a tax crime, it's a good idea to consult a tax attorney. But you may not need to enlist the help of an attorney.

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Private Equity Insights

NOVEMBER 30, 2023

Going forward, Cellnex will continue to consolidate the results of its operations and manage the day-to-day business in consultation with Stonepeak. Nomura International Plc is serving as lead financial advisor, Guggenheim Securities is serving as financial advisor, and Herbert Smith Freehills LLP is serving as legal counsel to Stonepeak.

Stakes 130

Stakes Private Equity Firms Private Equity Firms Legal 130

Private Equity Wire

APRIL 25, 2024

The LP base includes endowments & foundations, public and private pensions, consultants, funds of funds, and family offices with around 60% of investors from the United States and the balance from the UK and Europe. Proskauer acted as legal counsel. Rede Partners acted as global fundraising advisor.

Capital 81

Capital Funds Consultants Consulting 81

Private Equity Insights

MARCH 1, 2024

Jefferies served as financial advisor and DLA Piper served as legal counsel to Renovus. According to the press release, the Founders of Renovus plan to reinvest the entirety of their capital investment and commit additional new capital to the Renovus Continuation Fund “as a show of confidence in the [fund]”.

Capital 130

Capital Mergers and Acquisitions Funds Private Equity Firms 130

The Motley Fool

AUGUST 1, 2023

But there's always the chance that this blows up into a nightmare involving legal settlements and costly mitigation. But three-quarters of revenue now comes from software and consulting, and half of all revenue is now recurring in nature. The consulting business is also growing, with revenue up 6% in the second quarter.

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Sara Grillo

MAY 3, 2024

There are no set formulas for avoiding this, and I’m not a lawyer so don’t take this as legal or compliance advise. Sara’s upshot Now, I’m not a lawyer or compliance officer, so don’t take this as legal or compliance advice. ” Nobody wants to get audited and have to pay fines.

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The Motley Fool

SEPTEMBER 10, 2023

Several more states have legalized mobile gambling, and sports betting in particular. Most pro football fans want to bet Based on a survey commissioned by the American Gaming Association (AGA) and performed by Morning Consult late last month, 73.5 And it's legally allowed in plenty more places than it was just a few years back.

Legal 130

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Walkner Condon Financial Advisors

MAY 9, 2024

You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. There likely will be lawsuits to challenge the FTC’s non-compete ban, and there are some concerns that this is just the beginning and non-solicits could be the next shoe to drop.

Consultants 59

Consultants Consulting Education Legal 59

The Motley Fool

JULY 16, 2023

The CPaaS market is expected to grow around 29% annually until 2027, according to management consulting firm MarketsandMarkets. Genius Sports Legal sports betting has exploded in the U.S. Twilio's 24% market share is 10 percentage points more than its second-closest competitor. A CAGR of 29% would double its revenue in less than 2.5

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The Motley Fool

JANUARY 15, 2024

DraftKings The sports betting market will grow nearly threefold to over $230 billion by 2032, according to Acumen Research and Consulting. Governments around the world are legalizing sports betting to boost tax revenue. Industry leader DraftKings (NASDAQ: DKNG) could well be your best bet to cash in on this lucrative global trend.

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The Motley Fool

DECEMBER 28, 2023

Finally, you need to make sure you understand all of the legal protections in place so you don't accidentally break the law. You may want to consult with a professional to ensure you have a good grasp on all this information. Do you understand the labor laws that will protect your employee?

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Consultants Consulting Legal Taxes 246

Private Equity Wire

FEBRUARY 6, 2024

The fund attracted investment from insurance companies, pension funds, endowments, foundations, consultants, funds of funds and family offices. Kirkland & Ellis acted as legal counsel. The firm, which manages $2bn in AUM, completed over 30 transactions last year, including five platforms and over 25 add-ons.

Private Equity Firms 79

Private Equity Firms Private Equity Firms Pension Funds Funds 79

The Motley Fool

SEPTEMBER 21, 2023

Data Source: Next Move Strategy Consulting. For instance, let's say a firm needs to summarize a dense legal text. Today's incumbents are determined not to make a similar mistake. Statista forecasts the AI market will grow by 20 times to over $1.8 trillion by the end of this decade, as depicted below. Chart by the author.

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Private Equity Insights

JULY 3, 2023

” Palatine was advised by Lazard (corporate finance), Eversheds Sutherland (legal), Deloitte (financial), Boston Consulting Group (commercial), Swan Partners (financial consulting) and RSM (tax). Source: Insider Can’t stop reading?

Buyout 130

Buyout Private Equity Firms Private Equity Firms Consultants 130

Private Equity Wire

NOVEMBER 1, 2023

Under Riverside’s ownership, Energy Exemplar has grown at annual compound rate of 30% since 2018 and currently serves over 500 utilities and power companies and consultants in more than 79 countries. Kirkland & Ellis LLP served as legal counsel, and William Blair served as financial advisor to Blackstone and Vista.

Private Equity Firms 83

Private Equity Firms Private Equity Firms Legal Buyout 83

The Motley Fool

APRIL 26, 2024

Market research outfit Technavio expects the worldwide ride-hailing market to grow at an annualized pace of nearly 13% through 2029, jibing with numbers from Straits Research and Acumen Research & Consulting. Where the market might be underestimating Uber, however, is on another front.

Banks 241

Banks Consultants Consulting Legal 241

The Motley Fool

AUGUST 9, 2023

Irrevocable trusts: secure but unalterable "Irrevocable" may sound like legal jargon, but the meaning here is plain and literal. Consult with an estate planning attorney to help you decide the best way forward. Don't go it alone, unless you're a trained, experienced expert in these matters yourself. Most of us aren't.

Taxes 246

Taxes Assets Consultants Consulting 246

Private Equity Wire

FEBRUARY 28, 2024

Jefferies served as financial advisor and DLA Piper served as legal counsel to Renovus. According to the press release, the Founders of Renovus plan to reinvest the entirety of their capital investment and commit additional new capital to the Renovus Continuation Fund “as a show of confidence in the [fund]”.

Capital 86

Capital Mergers and Acquisitions Private Equity Firms Private Equity Firms 86

Private Equity Insights

SEPTEMBER 21, 2023

Get the week’s top news delivered directly to your inbox – Sign up for our newsletter Sign up Fund III benefitted from a strong re-up rate while adding a number of new institutional investors, including leading insurance companies, funds-of-funds, endowments and foundations, financial institutions, consultants, and multi-family offices.

Capital 130

Capital Financial Institutions Consultants Consulting 130

Private Equity Insights

OCTOBER 19, 2023

Fund VI secured limited partner commitments from a diversified global investor base of family offices, endowments, foundations, consultants, asset managers, insurance companies and high-net-worth individuals, including 25 former portfolio company executives and family-founder partners.

High Net Worth Individuals 130

High Net Worth Individuals Funds Private Equity Firms Private Equity Firms 130

The Motley Fool

AUGUST 4, 2023

Companies can cut expenses by rapidly finding contractors on Fiverr, who can get work done without becoming employees -- that is, without being legally entitled to all sorts of benefits, such as paid time off. Both sides of the equation benefit from Fiverr's platform. Meanwhile, many freelancers enjoy the luxury of making their own schedules.

Consultants 246

Consultants Consulting Legal Accounting 246

Private Equity Wire

DECEMBER 21, 2023

Alvarez & Marsal, Boston Consulting Group, Nextfed, and PricewaterhouseCoopers served as advisors to Carlyle and Insight Partners. Jefferies LLC served as exclusive financial advisor and Sidley Austin LLP served as legal advisor to Exiger. Ernst & Young and McKinsey & Company also served as advisors to Exiger.

Consultants 84

Consultants Consulting Investing Legal 84

The Motley Fool

MAY 8, 2024

Our teams, in consultation with the relevant Turkish authorities, have been diligently working on finding the missing individuals and will continue to do so. We recorded charges totaling $288 million, including costs incurred to date, plus future remediation costs and legal contingencies. Third, the permanent remediation planning.

Consultants 130

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The Motley Fool

JULY 1, 2023

You consult your attorney on the matter. Together, you reach a solution: Declare bankruptcy, the legal process that helps individuals reorganize or eliminate debt. Consider consulting with an attorney before filing. The floor has crumbled, the ceiling is falling, and lenders have your ankles grasped tight.

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The Motley Fool

MARCH 17, 2024

This consistently successful medical device maker pays a generous dividend Eric Volkman (Medtronic) : Following its acquisition of Irish peer Covidien in 2015, medical device maker Medtronic established its legal headquarters in the country. This is where Accenture comes in. In the case of Accenture, it's technology.

Companies 130

Companies Consultants Consulting Leveraging 130

Private Equity Wire

AUGUST 18, 2023

Ropes & Gray LLP served as legal counsel to BV. Like this article? Sign up to our free newsletter Author Profile Related Topics Deals Intelligence

Private Equity Firms 52

Private Equity Firms Private Equity Firms Consultants Consulting 52