Your Estate Does Matter
Your Estate Does Matter
By: J. Glenn Ebersole, Jr., Chief Executive of J. G. Ebersole Associates and The Renaissance Group™
In my business coaching and strategic thinking and planning consulting work, I have found too often that the owners and managers of small to medium size businesses frequently fail to do adequate estate planning and lack suitable estate planning documents. The lack of effective planning can result in costly probate proceedings or unnecessary estate taxes. Therefore, my real mission with this article is to try to convince you that “your estate does matter!” and you need to make sure you have committed to take the needed action to get your estate planning in order now.
I believe it is fair to say that business owners and managers do not intentionally plan to neglect this type of planning. However, it probably is fair to say that it is something that is “put off” because of the conflicting advice and confusing laws and regulations that cover this subject.
Rising to the challenge of finding a solid resource and references for advice in this matter, I looked to my clients and found Patti Spencer, Esq. Patti is widely recognized as a preeminent estate planning attorney and is the founder and owner of Spencer Law Firm in Lancaster, PA. In her 25 years of practicing law, Patti has assisted both clients and other professionals with estate planning, probate, taxation and closely held business issues. She has published numerous articles on estate planning topics and is the author of a weekly column, “Taxing Matters” for the Lancaster Intelligencer Journal, Lancaster, PA.
And we are very fortunate that Patti has also written a book, “Your Estate Matters Gifts, Estates, Wills, Trusts, Taxes and Other Estate Planning Issues.” The book is available on the amazon.com website at www.amazon.com and I do highly recommend it. I have read the book and have posted my review on the amazon.com website and below for your review.
Amazon.com Review
Highly Recommended Lifetime Guide on How to Prepare, Preserve and Protect Your Estate Matters, August 22, 2005
Reviewer: J. Glenn Ebersole, Jr. "Renaissance Man For You" (Lancaster, PA) - See all my reviews
Patti Spencer, Esquire, is widely recognized as an authority on estate planning matters. She has written a weekly column in the Lancaster Intelligencer Journal, "Taxing Matters" since 1999. Her book, "YOUR ESTATE MATTERS" grew out of those weekly columns. Patti is known for her "down to earth" conversational style and for using humor in presenting what most times is a dry and dull subject. Patti presents very valuable information and advice which will enable the reader to greatly increase their knowledge on the subject. The book is easy to read and helps debunk many myths about estate planning, including the one about: if you don't have a will, the state gets everything." This book is the one resource I have found that provides practical and understandable advice and reasonings regarding estate matters. Patti has really hit a home run with this book. It is a must read for anyone, from an individual, a retiree, a business person or anyone who is getting prepared to address their estate matters. In 35 years of professional life, this is one of those valuable resources that has the potential to have a profound impact on changing the way people think about the subject of estate planning. I highly recommend this book and will be sure that my business clients, especially those with family owned businesses, get this book and read it cover to cover. It should become a part of every business owner's business survival kit and everyone's personal library.
J. Glenn Ebersole, Jr., Founder & Chief Executive, J. G. Ebersole Associates and The Renaissance Group (TM), and author of "Glenn's Guiding Lines - Thoughts From Your Strategic Thinking Coach" Newsletter.
I would also recommend that you visit her website at www.spencerlawfirm.com to learn more about her estate planning work.
Please remember that “your estate does matter” and that you need to take action now to assure adequate estate planning is achieved.
Your Estate Does Matter - To learn more about this author, visit Glenn Ebersole's Website.
Like this article? Share it with your friends
Your Estate Does Matter
By: J. Glenn Ebersole, Jr., Chief Executive of J. G. Ebersole Associates and The Renaissance Group™
In my business coaching and strategic thinking and planning consulting work, I have found too often that the owners and managers of small to medium size businesses frequently fail to do adequate estate planning and lack suitable estate planning documents. The lack of effective planning can result in costly probate proceedings or unnecessary estate taxes. Therefore, my real mission with this article is to try to convince you that “your estate does matter!” and you need to make sure you have committed to take the needed action to get your estate planning in order now.
I believe it is fair to say that business owners and managers do not intentionally plan to neglect this type of planning. However, it probably is fair to say that it is something that is “put off” because of the conflicting advice and confusing laws and regulations that cover this subject.
Rising to the challenge of finding a solid resource and references for advice in this matter, I looked to my clients and found Patti Spencer, Esq. Patti is widely recognized as a preeminent estate planning attorney and is the founder and owner of Spencer Law Firm in Lancaster, PA. In her 25 years of practicing law, Patti has assisted both clients and other professionals with estate planning, probate, taxation and closely held business issues. She has published numerous articles on estate planning topics and is the author of a weekly column, “Taxing Matters” for the Lancaster Intelligencer Journal, Lancaster, PA.
And we are very fortunate that Patti has also written a book, “Your Estate Matters Gifts, Estates, Wills, Trusts, Taxes and Other Estate Planning Issues.” The book is available on the amazon.com website at www.amazon.com and I do highly recommend it. I have read the book and have posted my review on the amazon.com website and below for your review.
Amazon.com Review
Highly Recommended Lifetime Guide on How to Prepare, Preserve and Protect Your Estate Matters, August 22, 2005
Reviewer: J. Glenn Ebersole, Jr. "Renaissance Man For You" (Lancaster, PA) - See all my reviews
Patti Spencer, Esquire, is widely recognized as an authority on estate planning matters. She has written a weekly column in the Lancaster Intelligencer Journal, "Taxing Matters" since 1999. Her book, "YOUR ESTATE MATTERS" grew out of those weekly columns. Patti is known for her "down to earth" conversational style and for using humor in presenting what most times is a dry and dull subject. Patti presents very valuable information and advice which will enable the reader to greatly increase their knowledge on the subject. The book is easy to read and helps debunk many myths about estate planning, including the one about: if you don't have a will, the state gets everything." This book is the one resource I have found that provides practical and understandable advice and reasonings regarding estate matters. Patti has really hit a home run with this book. It is a must read for anyone, from an individual, a retiree, a business person or anyone who is getting prepared to address their estate matters. In 35 years of professional life, this is one of those valuable resources that has the potential to have a profound impact on changing the way people think about the subject of estate planning. I highly recommend this book and will be sure that my business clients, especially those with family owned businesses, get this book and read it cover to cover. It should become a part of every business owner's business survival kit and everyone's personal library.
J. Glenn Ebersole, Jr., Founder & Chief Executive, J. G. Ebersole Associates and The Renaissance Group (TM), and author of "Glenn's Guiding Lines - Thoughts From Your Strategic Thinking Coach" Newsletter.
I would also recommend that you visit her website at www.spencerlawfirm.com to learn more about her estate planning work.
Please remember that “your estate does matter” and that you need to take action now to assure adequate estate planning is achieved.
Your Estate Does Matter - To learn more about this author, visit Glenn Ebersole's Website.
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David BarrDavid Barr is the President of Venture Opportunities, Inc. David has been a professional business broker/intermediary since 1980 focusing on General Business Brokerage and Mergers and Acquisitions representing client transaction value from $400,000 to $20,000,000. Mr. Barr has handled the sale of over four hundred and fifty companies. David earned a university degree from the State University of New York majoring in economics and business. David holds the Mergers and Acquisition Master Intermediary and the Certified Business Intermediary designations from the International Business Brokers Association. He is also a Senior Business Analyst and a Texas licensed Real Estate Agent. For more information about David and Venture Opportunities, visit www.bizdealmaker.com. - Visit David Barr's Website |
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Staging DivaDebra Gould, aka The Staging Diva®, is President of Six Elements Inc., an internationally recognized home staging company. Inspired by many requests from aspiring home stagers wanting to start similar businesses, Gould created the Staging Diva Home Staging Business Training Program. Gould has trained over 1000 Staging Diva Graduates worldwide to start staging businesses. Buying decorating and selling six of her own homes in four years lead to an interest in real estate staging which she turned into a career with the launch of sixelements.com in 2002. Since then she has staged hundreds of homes in addition to teaching home staging training. Gould is the author of several home staging resources including a series of popular ebooks made up of a Design Guide, Color Guide and Portfolio Guide. For more information about Debra Gould visit stagingdiva.com. - Visit Staging Diva's Website |
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Jay Kubassek(Jay's Full Bio: EvanCarmichael.com/jaykubassek) In five years, Canadian-born entrepreneur Jay Kubassek went from selling mufflers at a Midas franchise to revolutionizing Internet marketing with the 2004 launch of CarbonCopyPRO, a online marketing education company, now worth over $20 million with customers in over 160 countries.
As an independent film producer, his upstart film fund Aliquot Films is currently producing a films with Spike Lee and Abel Fererra (starring Ethan Hawke and Dennis Hopper.)
Jay's entrepreneurial spirit is irrepressible. He’s the owner of five companies, a professional speaker and trainer, international real estate developer/investor, extreme sport enthusiast and emerging philanthropist. Jay resides in NYC with his wife Jamie, son Milo and dog Cooper. Visit Jay's official website: www.JayKubassek.com - Visit Jay Kubassek's Website |
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