Fear and hesitation to sell your company may prevent effective planning and lead to missed opportunities.
Knowing When to Say “When”
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Estate Planning
Estate Planning for the Single Guy or Gal
A common misconception is that estate planning is necessary only for those with children ad with significant assets. There are important reasons for single individuals to prepare an estate plan.
When Real Estate is a Big Part of Your Estate
When real estate property is part of an inheritance, there are unique issues to anticipate when planning an estate….
Passing on Wisdom Along with Wealth
Your philosophy is an important part of your legacy; wisdom, as well as wealth, can be passed along to the next generation….
Another Estate Planning Cautionary Tale in the News
Two recent articles in the news reporting family businesses that had to close for lack of a successor highlight the need for business succession planning…
In Estate and Wardrobe Planning, Only Time Takes the Guesswork Out
As is true in wardrobe planning, both taking stock and looking ahead, “swapping and adding” elements to an estate plan are needed.
Special Scenarios Demand Special Estate Planning
Nontraditional families need special estate planning strategies to ensure their wishes are fulfilled.
Bequeathing Ideas and Values
There’s more than one way to share a legacy. In addition to passing on assets, total estate planning includes passing on values and ideals.
Bequeathing Assets and Lessons, Not Burdens, to Your Heirs
The responsibilities of settling an estate are complex and fraught with emotion. There are ways to make the process both simpler and less taxing to heirs.
Better Now Than Never When It Comes to Sharing Your estate Plan
Sharing your estate plan with your heirs BEFORE you die will help avoid misunderstandings and resentment among heirs later.
