April 10, 2013 |
Selecting Your Personal Representative
When creating an estate plan, one of the most important decisions to make is selecting a personal representative. A recent article discusses some of the ...
Learn MoreSelecting Your Personal Representative
When creating an estate plan, one of the most important decisions to make is selecting a personal representative. A recent article discusses some of the different options individuals have when making this important decision.
Most people will select a close friend or family member to serve as their personal representative. If you choose this type of person, be sure that you select somebody you can trust to follow your final wishes. This person does not necessarily have to live close to you, or even in the same state as you. However, proximity to your estate does ease the process of estate administration.
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Blog
April 3, 2013 |
Why Everyone Needs An Estate Plan
With the current estate tax exemption over $5 million – $5.25 million to be exact – many people wonder if estate planning is necessary for ...
Learn MoreMarch 27, 2013 |
Insurance Considerations When Transferring An Asset To A Trust or LLC
Two popular and time-tested methods of wealth transfer are the trust account and limited liability company. While both of these options can provide an excellent ...
Learn MoreMarch 20, 2013 |
Succession-Planning: Separate Ownership & Management
A succession plan is an important tool for any business owner who wishes his or her business to continue on after his or her death. ...
Learn MoreMarch 13, 2013 |
A Permanent Estate Tax For The Wealthy
After nearly a decade in flux, there is finally a permanent federal estate tax. In 2013, however, a mere 3,800 estates will be required to ...
Learn MoreMarch 6, 2013 |
Contingency Planning For Your Business
As the economy tip-toes back in the right correction, businesses must still be sure to implement contingency plans in the event of another economic recession. ...
Learn MoreFebruary 27, 2013 |
Lacking a Business Succession Plan? You’re Not Alone
An alarming number of business owners do not have succession plans for what will happen to their businesses when they retire, die, or become disabled. ...
Learn MoreFebruary 20, 2013 |
Pointers for Asset Protection Planning
An article in Forbes likens asset planning to “taking chips off the table in good times, so that you can still walk away from the ...
Learn MoreFebruary 13, 2013 |
Equalizing Inheritance for Your Children
When one estate planner hears his business-owning clients say, “I love my kids equally, so I want to share my assets equally,” what he actually ...
Learn MoreFebruary 6, 2013 |
Estate Planning for Married Couples
In light of the fiscal cliff bill, a recent article in Forbes offers some estate planning advice for married couples. One important item made permanent ...
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