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Business Executive/Business Owner–Estate Planning
Demystifying Estate Myths & Answering FAQs Myth 1: “I’ve nailed it with beneficiary designations for my accounts and insurance. “ Let’s dive…
Brandable Handout – What Are Your Goals For Your future
As an executive, you are used to strategizing and creating goals for your business. But have you taken time to create goals…
Beyond Wealth: Protecting Your Estate from Taxes and Prying Eyes
Business Executive/Business Owner–Estate Planning–Part Four For business executives, the accumulation of wealth is often accompanied by the critical need to minimize exposure…
Shielding Your Wealth and Loved Ones with Trusts
Business Executive/Business Owner–Estate Planning–Part Three In your quest to build a successful career, the protection of your wealth and the well-being of…
Crafting Your Legacy: Advanced Trust Strategies for Business Executives
Business Executive/Business Owner–Estate Planning–Part Two As a business executive, your vision and strategy have not only propelled your career but have also…
The Executive Shield: Protecting Your Wealth from Lawsuits and Creditors
Business Executive/Business Owner – Estate Planning Part One In the world of high stakes and higher responsibilities, business executives like you navigate…
Considerations to Maintaining Control While Giving Away Your Money with a Grantor Retained Interest
Are you at or nearing the estate tax threshold and own a home, other property, or accounts that could appreciate in the…
Dispelling Myths and Answering FAQs in Estate Planning: A Guide to Smart Wealth Management
As an experienced Estate Planning Attorney, I often encounter misconceptions and questions regarding the process of wealth transfer and tax planning. One…
