Archive Monthly Archives: December 2013
Business Succession Planning Reaches Prime Time
Did you check my blog because you have queries about business succession? Well, business succession planning issues have finally reached prime time television attention with a new comedy this season on CBS, “The Crazy Ones,” starring well-known Robin Williams and Sarah Michelle Gellar as a father and daughter team holding a long-time advertising agency, Roberts […]
Continue readingKeep Best of Old and New In Technology and Life
On returning from probating a new estate at the Lancaster County Courthouse with a client, I made a point last week to stop by an old favorite location of mine in Gap, Pennsylvania in the midst of “Amish country”. My special stop in Gap was to determine whether an old custom of mine was still […]
Continue readingLegislation for Disabled Children Of Veterans Needs Passage
From time to time I hear people exclaiming that an idea is a “no-brainer” meaning, of course, that you do not have to think about it, it is so obviously true. I sometimes find myself on the other side even with some “no-brainers” but here is one that I think a listener would be hard […]
Continue readingWhat Happens With a CCRC When You Run Out of Money
When clients ask me to review an agreement to enter a Continuing Care Retirement Community (CCRC), the most frequently asked question is “what happens if I run out of money?” The issue may be presented in another way such as “what are the major risks?” or “Will I have to move if I run out […]
Continue reading“Empty Mansions” Is a Case Study for Estate Planners
Suppose you were an attorney or an accountant and your client with net worth of over $300,000,000 decided she did not feel like writing a Will. Worse, she has no children, has had minimal or no contact with multiple distant relatives who would inherit without a Will, and has no tax planning by way of […]
Continue reading