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How to Plan for Succession When There’s No One to Succeed You
Business succession planning is an important subset of estate planning for most business owners or partners, particularly those with families. However don’t be mistaken, even if you think there’s no one who can step into your shoes right now it’s still enormously important to have a plan to ensure a stronger, more successful future. You can begin,
July 14, 2020 5:48 pm | Category: Uncategorized
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Americans rush to make online wills in the face of the coronavirus pandemic
With COVID-19 impacting more and more Americans, individuals across the country are scrambling to set up wills and end-of-life directives. While some may think they can easily create a will themselves via an online service, truth is, wills may not be executed in compliance with the proper will formalities, and that could end up making the,
June 24, 2020 7:36 pm | Category: Uncategorized
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New 2020 Tax Law May Require Immediate Changes to Your Estate Plan
As of January 1 of this year, changes were made to U.S. tax laws that may require those with an IRA, 401(k) or 403(b) to update their estate plan. The Setting Every Community Up for Retirement Enhancement (SECURE) Act made significant changes to retirement account rules that will require many people to update their beneficiary,
May 28, 2020 4:02 pm | Category: Blogs , Uncategorized
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The Coronavirus Should Have You Thinking About These 4 Things
The global COVID-19 outbreak has everyone thinking about what could happen if the disease spreads more fully across the general population. Despite best efforts to contain the outbreak, people in dozens of countries around the world have contracted the virus. That points to the need for people to plan for whatever could possibly happen, whether,
April 18, 2020 8:58 pm | Category: Uncategorized
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3 Times You Need a Probate Attorney (and When You Don’t)
When do you actually need an attorney for probate issues? Remember the Three Cs for the most common reasons. Then call us for any questions that you might have — we can help, and even work with you remotely if you would prefer. 561.288.9788 Probate—the court process by which estates get settled—can be lengthy and filled,
March 31, 2020 1:23 pm | Category: Uncategorized
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How to Create a Business Succession Plan
Succession planning is a process for identifying and developing new leaders who can replace old leaders when they leave, retire or die. Taken narrowly, it is “replacement planning” for key roles is the heart of succession planning – and it’s not as simple as it might appear at first glance. Here is some information on,
February 3, 2020 3:42 pm | Category: Uncategorized
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