Latest from Personal Wealth Law News - Page 2

1. Why is it important to have a discussion about buy-sell agreements in the context of estate planning?
The ownership interest in a closely held business represents a substantial portion of an individual’s wealth.  Determining how much his or her

A recent program presented by the Probate and Trust Law Section of the Philadelphia Bar Association offered suggestions on a safe withdrawal rate from accumulated assets during retirement. After much analysis, the author concluded that 4% was probably a safe

A number of years ago, I spoke at a seminar organized by some clients, called “Sign here, my dear”. The point of the seminar was that spouses, in most case wives, know very little about family finances and are often