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Succession Planning Articles

 

Does Your Estate Plan Address Your Grandchildren in a Fair Manner

Does Your Estate Plan Address Your Grandchildren in a Fair Manner

Posted by Jeffrey Budzinski on July 16, 2021

Life insurance is one option to consider when addressing your grandchildren in your estate plan.

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Protect your Assets with a “Hybrid” DAPT

Protect your Assets with a “Hybrid” DAPT

Posted by Cheryl A. Jankowski on June 01, 2021

If you’re refocusing your estate planning from reducing estate tax liability to increasing asset protection, consider a “hybrid” domestic asset protection trust.

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Protect Your Assets As You Protect Your Loved Ones

Protect Your Assets As You Protect Your Loved Ones

Posted by Robert Ingrasci on May 18, 2021

You've worked a lifetime to build your wealth and understandably want to pass much of it to loved ones. Your estate plan, therefore, needs to protect and preserve your assets.

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A Closer Look at Durable Power of Attorney

A Closer Look at Durable Power of Attorney

Posted by Connie Ricotta on April 05, 2021

If someone becomes physically or mentally incapacitated, they may no longer be able handle their own personal and financial affairs.

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When It Comes to Trusts, Silence May Be Golden

When It Comes to Trusts, Silence May Be Golden

Posted by Robert Ingrasci on December 15, 2020

“Silent” trusts limit the amount of information shared with beneficiaries. In some cases, they may even keep the existence of the trust a secret. This article explains how a silent trust can reduce disincentives for heirs to act irresponsibly or neglect their education or careers, but there are also several drawbacks to using this estate planning tool.

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A SLAT Can Reduce Risk If You’re Giving Away Substantial Wealth

A SLAT Can Reduce Risk If You’re Giving Away Substantial Wealth

Posted by Cheryl A. Jankowski on August 10, 2020

Today's increased gift and estate tax exemptions enable wealthy families to give away substantial wealth gift-tax-free, but they must act before the exemption amounts revert in 2026 to previous levels. 

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Who Will Run Your Business After You?

Who Will Run Your Business After You?

Posted by Timothy Bubar on July 16, 2020

There's nothing like a deadly global pandemic to remind us of our mortality. It's never too soon to begin thinking about what you would like to see happen to your business once you retire or are no longer able to run the company you built. The sooner you begin to plan, the greater the chances you'll reach your goal.

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Family Wealth Planning in a Time of Uncertainty

Family Wealth Planning in a Time of Uncertainty

Posted by Cheryl A. Jankowski on July 07, 2020

The full impact of COVID-19 is unknown. While we wait for questions to be answered many are asking what can we do right now? What’s next for our families? What's next for family businesses and the people who work for them? Planning for our future generations is the greatest gift we can give, particularly during times of uncertainty.

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Guardianship: Planning For Your Children’s Best Interests

Guardianship: Planning For Your Children’s Best Interests

Posted by Robert Ingrasci on June 11, 2020

If you haven't already named a guardian for your minor children, the COVID-19 pandemic may spur you to act. Should you and your spouse die or become incapacitated, you don't want to leave the decision up to a court. And what if you're seeking to become the guardian of a child?

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Helping Elderly Parents with Estate Planning

Helping Elderly Parents with Estate Planning

Posted by D’Marie Murray on May 11, 2020

If you're caring for elderly parents, you probably don't have a lot of extra time to think about estate planning, but if your parents have neglected to make a will and prepare other important legal documents that help ensure their wishes are carried out, make it a priority. 

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