How Should I Plan to Sell My Business?
For many business owners, between 70% and 80% of their wealth is tied up in their business. Research also shows that just 20% to 30% of businesses that go to market actually sell. That leaves 80% of business owners with limited options to monetize the value of their...How Should I Handle an Inheritance?
Hearing about an inheritance can be bittersweet because it’s nice to receive a lump sum of money, but it likely means you have lost a loved one. Real Simple’s recent article entitled “The First 3 Money Moves to Make if You’re About to Get an Inheritance”...What are Best Assets to Inherit?
If you’re planning to leave your heirs an inheritance, you can help them by choosing some assets that are much better inheritances than others. Kiplinger’s recent article entitled “6 of the Best Assets to Inherit” explains that some assets you could leave your heirs...What Power Does an Executor Have?
Being asked to serve as an executor is a big compliment with potential pitfalls, advises the recent article “How to Prepare to Be an Executor of an Estate” from U.S. News & World Report. You are being asked because you are considered trustworthy and able to handle...Can I Avoid Password Problems for My Family in Estate Planning?
Barron’s recent article entitled “How to Ensure Heirs Avoid a Password-Protected Nightmare” explains that even financial planners may not consider until too late, how difficult it can be to recover and access a loved one’s accounts after they pass away. Since we are...LIVE WEBINAR: Getting Started with Estate Planning
If you’ve been thinking of getting your Estate Plan set up, but aren’t sure how, get your questions answered at our next live seminar!
Presented by attorney Pablo Tagre.
