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Home / Archives for Business Succession Planning

HBO’s Succession Reveals Estate Planning Dilemma

July 18, 2023 by Alexander M. Pagnotta, Estate Planning Attorney

small business

**This article may contain spoilers** Succession is a television drama on HBO in which family members jockey for position of the next CEO of Waystar Royco.  The current CEO is Logan Roy, a foul-mouthed leader with 4 children. His 4 children are Connor, Kendall, Roman, and Shiv and they each have a complicated and oftentimes tumultuous relationship with their father. All throughout the show Logan … [Read more...] about HBO’s Succession Reveals Estate Planning Dilemma

Filed Under: Business Succession Planning, General

Estate Planning for Business Owners

October 31, 2019 by Sinclair Prosser Gasior

shopkeeper couple

"How Can Estate Planning Attorneys Help Business Owners?" by Attorney Laura T. Curry (Audio) Estate planning attorneys provide help to people who own businesses who want those businesses to survive even after the owner's death or departure. If you want your business to serve as your legacy and be handed down to the next generation, you need to ensure that you are prepared for what could happen … [Read more...] about Estate Planning for Business Owners

Filed Under: Business Planning, Business Succession Planning, Estate Planning

Checklist for Your Estate Planning Consultation – Audio

May 22, 2014 by Sinclair Prosser Gasior

  "Checklist for Your Estate Planning Consultation" by Attorney Brooke J. Shemer … [Read more...] about Checklist for Your Estate Planning Consultation – Audio

Filed Under: Beneficiary Designations, Business Planning, Business Succession Planning, Deeds, Estate Plan Review, Estate Planning, Individual Retirement Accounts (IRAs), Life Insurance, Living Trusts, Trusts, Wills Tagged With: Asset Protection, Funding, Inheritance Planning, Legacy Planning, Revocable Living Trust

The Importance of Keeping Your Estate Plan Up To Date

November 8, 2013 by Sinclair Prosser Gasior

  Whether you have a Will or a Living Trust, it is important to review your estate plan periodically.  Because family circumstances, assets and laws change over time, your estate plan may be significantly affected.  A review also reacquaints you with the purpose of the documents and the choices you have in place.  Other reasons for possible changes to your estate plan are:   1)      Marriage.   … [Read more...] about The Importance of Keeping Your Estate Plan Up To Date

Filed Under: Beneficiary Designations, Business Planning, Business Succession Planning, Divorce Protection, Domestic Partners, Estate Administration, Estate Plan Review, Estate Planning, Estate Tax, Healthcare Directives, Living Trusts, Long Term Care Planning, Taxes, Wills Tagged With: Asset Protection, Estate Taxes, Incapacity Planning, Living Wills, Powers of Attorney, Revocable Living Trust, Singles, Special Needs Planning

Colleen Sinclair Prosser with Founding Partners of the American Academy of Estate Planning Attorneys

October 18, 2013 by Sinclair Prosser Gasior

This year marks the 20th Anniversary of the American Academy of Estate Planning Attorneys.  Pictured from left to right is Robert Armstrong, J.D., President, Attorney Colleen Sinclair Prosser and Sanford M. Fisch, J.D., LL.M, Chief Financial Officer. … [Read more...] about Colleen Sinclair Prosser with Founding Partners of the American Academy of Estate Planning Attorneys

Filed Under: Advanced Estate Planning, Business Succession Planning, Estate Administration, Estate Planning, Estate Tax, Gift Tax, Healthcare Directives, Irrevocable Trusts, Trusts, Veterans, Wills Tagged With: American Academy of Estate Planning Attorneys, American Academy of Estate Planning Attorneys http/www.aaepa.com, Blended Families, Estate Taxes, Funding, Gifting, Incapacity Planning, Inheritance Planning, Legacy Planning, Living Wills, Medical Directive, Powers of Attorney, Revocable Living Trust, Singles, Special Needs Planning

Business Succession Planning

December 19, 2012 by Sinclair Prosser Gasior

   Krispy Kreme and Wal-Mart have a lot in common.  Die-hard fans line up in front of their locked doors the night before grand openings, licking their lips for a puffed up glazed doughnut or a bargain that can set the neighbors talking over the fences.  But what do these two incredibly successful businesses and the families that started them have that sets them apart? Sam Walton, founder of … [Read more...] about Business Succession Planning

Filed Under: Advanced Estate Planning, Business Succession Planning, Buy-Sell Agreement, Estate Tax, Income Tax, Life Insurance, Taxes Tagged With: Asset Protection, Estate Taxes, Inheritance Planning

Your Estate Matters – Audio

December 18, 2012 by Sinclair Prosser Gasior

    "Business Succession Planning" by Attorney Colleen Sinclair Prosser … [Read more...] about Your Estate Matters – Audio

Filed Under: Business Succession Planning, Buy-Sell Agreement, Estate Planning, Estate Tax, Income Tax, Life Insurance, Tax Relief, Taxes Tagged With: Asset Protection, Estate Taxes

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We initiated estate planning following a presentation by Sinclair Prosser Attorney Jon Gasior. We were so impressed, we contracted with them to complete our estate planning. Subsequently, we assembled information on our assets and Sinclair Prosser Gasior did the rest. Correspondence was communicated to our financial institutions and the estate was established. We were very pleased with the courteous manner of the Sinclair Prosser Gasior staff. However, it was their professionalism that made us satisfied we chose this firm to handle our estate. We have nothing but praise for Sinclair Prosser Gasior .

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