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    Steven developed a thorough plan to meet our complicated needs with a blended family and special needs child in a timely manner. - Cheryl F.

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    Mr. Jackson made a tough process easy and painless! - Kyle M.

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    "Integrity, trust - a rare item - it's here! - Ron F.

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]

Merry Christmas and Happy Hanukkah!

We wish you and your loved ones a warm and gracious time with loved ones. For many of us our family consists of friends who can be closer than brothers and sisters. As the year winds down remember to be thankful for even the smallest blessings. We wish you warm feelings of contentment and joy.... [Read More]

Thankful

I read that “Thankfulness is the antidote to worry.” If we “count our blessings”, start off the day listing 5 things we are thankful for, each morning we begin to live in gratitude. “Gratitude” cannot exist at the same time as “Anger”, “Resentment” or “Fear”.  You really cannot feel both at the same time. So if... [Read More]

Spanos Family Won’t Need to Sell NFL Team for Taxes: This is how it’s done

Alex Spanos, owner of the Los Angeles Chargers, formerly the longtime San Diego Chargers, recently passed away. The Team will not need to be sold to pay the massive Estate Taxes that are normally triggered by a transfer of a very valuable Family Business to the next Generation. Start Early When Mr. Spanos purchased the... [Read More]

STEVEN ANDREW JACKSON LEADS CONTINUING EDUCATION CLASS ON THE “SUCCESSION: FAMILY & BUSINESS”

Estate Planning attorney Steven Andrew Jackson will teach a one hour Continuing Education class on “Succession: Family & Business.”   Class Details: Date: Wednesday, September 12, 2018 Time: 8:00 am to 9:00 am Location: The Biltmore Building, One North Pack Square, in downtown Asheville. The class is approved for one hour Continuing Education by the... [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]