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Estate Planning Pitfall – You’ve overlooked digital assets in your estate plan
April / May 2022
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 274
Abstract: Traditionally, an estate plan addresses one’s tangible assets, such as cash and securities, investment real estate, vehicles, and a house. But this is 2022. Increasingly, people are living in a digital world, where prized possessions include online bank accounts, social media accounts and other significant items protected “in the cloud.” This brief article explains why it’s important to address digital assets in an estate plan.
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2 ways to prepare your company for CEO succession
April / May 2015
Newsletter: Public Company Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 274
Abstract: All public companies should have a CEO succession plan. Those that are unprepared for a CEO’s departure — whether planned, such as a pending retirement, or unexpected, such as circumstances necessitating an immediate dismissal — often see performance decline and investor confidence plummet, along with the company’s stock prices. This short article provides two ways to ensure a successful succession plan.
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Estate Planning Red Flag – You make (or receive) “deathbed” gifts
May / June 2009
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 274
Abstract: Making annual exclusion gifts is an effective way to reduce a person’s taxable estate. But if such gifts aren’t “completed” before the person’s death, they could be subject to estate taxes. This short article explains how a gift is “completed.”