June 21, 2021 •
Estate Planning ![]()
You may be running your business for years without any thoughts of selling and then suddenly receive an offer to buy your firm. It could be from a private equity group, a competitor or a key customer or supplier.
Read MoreJune 18, 2021 •
Estate Planning ![]()
If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, any familial connections, any interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.
Read MoreJune 11, 2021 •
Estate Planning ![]()
The word “estate” has always been connected to “ultra-rich” families, those with a lot to leave behind after their death. However, definitions have changed, and anyone who has anything to leave behind needs to plan their estate. “Estate planning” essentially becomes your family’s guidebook, once you are no longer in the picture. Sounds important? Definitely, and here’s why.
Read MoreJune 10, 2021 •
Estate Planning ![]()
Estate planning can be an emotional and challenging endeavor. However, here are three tips to make it easier and to help you prepare for the future.
Read MoreJune 4, 2021 •
Estate Planning ![]()
Digital assets are part of your legacy. It’s important to plan for how you want them to be managed after you’re gone.
Read MoreJune 2, 2021 •
Estate Planning ![]()
Billionaire Estee Lauder heir William Lauder wants his baby mama evicted from the $7 million mansion he gave her in the Bel Air neighborhood of Los Angeles.
Read MoreMay 31, 2021 •
Estate Planning ![]()
In some cases, estate planning can be quite simple. In others, it can be a complex process with far-reaching consequences. In either case, it is important to review your wishes and have the proper documents prepared to ensure that they are followed at your death.
Read MoreMay 28, 2021 •
Estate Planning ![]()
Wealthy families could face combined tax rates of as much as 61% on inherited wealth under President Joe Biden’s tax plan, according to a recent analysis.
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Putting your last wishes on paper is critical to ensuring your family is taken care of when you die.
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