The Law Offices of Joseph Adelizzi – November 2021 Newsletter
November 1, 2021
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Hard Work & Values
Should Never Go To Waste
Don’t miss our November Webinars!
OK, I have decided to post some results that we have recently obtained for clients who have retained us to set up their estate plans
Various studies show that most adults have not prepared a legal will. However, the point I’m really trying to make is that everyone has a will in a way—just not one that they have executed.
Thinking of exit and estate planning in tandem, allows owners to ask relevant questions to bring their entire picture into focus.
Beneficiary designations are a crucial part of estate planning, yet they are often overlooked. Once you have signed your estate planning documents, you need to make sure that your beneficiary designations are consistent with the rest of your estate plan.
If asked to be a trustee, anyone, unless previously experienced in this field would not know what the responsibilities are. How much work is involved? What is the time frame? Do I need to prepare tax returns and handle accounts? Can I get help? When do my responsibilities end?
As a small business owner, you have worked incredibly hard to make your business a success. What began as an idea is now, due to your vision and hard work, a successful business.
Does anyone have a crystal ball that I could borrow? Wouldn’t it be nice to know what our future looks like, so we could be better prepared—but on the other hand, maybe not?
If you haven’t checked your estate plan in recent years, now may be the time.
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Hard Work & Values
Should Never Go To Waste
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