Getting Real in Estate Planning: Tough Talks

A lot of what we do, is hear great stories. We meet fabulous individuals, and hear a lot about their kids and their interesting stories about their lives and how they became successful and can now leave something to their loved ones. This is a positive in estate planning. The other side of Estate Planning... [Read More]

FAMILY BUSINESS TRANSITION

Is the Family Business Transition Planned for? Statistics show that a business owner may average more than 900,000 hours in the creation and running of the business, and yet spend less than 4 hours on planning its transition. The business owner may be so solely focused on the running of the business that they have... [Read More]

The Family Business – Statistics, Structure and Unique Estate Planning Issues

This blog follows up our last blog regarding families and their transitions of assets and businesses. Sometimes those families are famously like the J. Paul Getty family or the Biltmore Estate Cecil family. Sometimes it is the family down the street with the dry cleaning store on the corner. In this blog we explore how... [Read More]

Succession: Getty and the Biltmore Estate

Estate planning often involves business succession planning as well.  Parents create a business that grows over time, employs many people and becomes part of the local culture and in some cases, expands into the region or country or even worldwide.  While we often think of the personal inheritances and personal assets in estate planning, when... [Read More]

Bonus Material: Family Conflict in Estate Planning for Today’s Family

There is so much Family Conflict that I have seen over time when dealing with client’s Estate Plans. I had planned to limit the subject to 5 Blogs, but thought it was important to add in these important thoughts for your consideration. If any of these areas relate to your personal Estate Plan, make sure... [Read More]

Family Conflict in Estate Planning: Family Secrets

Part 3 of our Series Sources of Family Conflict in Estate Planning Family conflicts are as dynamic as our family makeup.  Deciding who’s in charge of your estate (blog 2) or sibling rivalry (blog 1), the sources of family conflict are often secrets between family members.  This week we write about histories of resentment and... [Read More]

Family Conflict in Estate Planning: A 5 Part Series

When it comes to  the administration of an estate, controversy often happens.  Often these controversies are the result of family conflicts.  Understanding these conflicts BEFORE they happen can help you create the proper estate plan to avoid unnecessary delays, legal battles and of course, bitterness. Sibling Rivalry Part 1 The sources of conflict within a... [Read More]

FAMILY CONFLICT IN ESTATE PLANNING Continuing Education Class

REGISTER FOR STEVEN ANDREW JACKSON CONTINUING EDUCATION CLASS “FAMILY CONFLICT IN ESTATE PLANNING” Estate Planning attorney, Steven Andrew Jackson, will teach a one hour Continuing Education class on “Family Conflict in Estate Planning.”   Description: The last thing a person wants to do when they pass on is create conflict for their loved ones. Often... [Read More]

Part 2: For richer or poorer: financial vows

“For richer or poorer…” those infamous four words that have been repeated in many spousal arguments and probably in many divorces as well.  At the time we say them, we wish to give our partner and our children or future children, everything we have. However, when it comes to designating your financial helpers, one should... [Read More]