Category Archives: Succession Planning

Estate Planning for Special Assets: Family Business, Out of State Assets, Companion Animals, Trustee Duties

When we have previously discussed estate planning, we’ve primarily focused on situations that involve the basics of how to handle real estate or liquid assets like stocks and bonds, so your beneficiaries receive as much as possible of your estate … Continue reading

Posted in Asset Protection, Business Law, Estate Planning, Estate Tax, Partnerships, Radio Show: Wealth Preservation and You, Succession Planning, Trust Administration, Trusts & Estates | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Make Succession Planning a Part of Your Corprate Culture

Updated October 6, 2011: We published the article below a few hours before the official announcement by Apple of the passing of Steve Jobs. Obviously, we had no way of knowing the news in advance and meant no disrespect. Like … Continue reading

Posted in Business Law, Succession Planning | Tagged , , , , , , , , , , , , , , | Leave a comment