Discover and read the best of Twitter Threads about #EstatePlanning
Most recents (2)
You need to get your estate plan in order- what does that mean?
Some Basics . . . 1/x
Some Basics . . . 1/x
When Should You Update an Estate Plan?
-Marriage
-Birth
-Divorce
-Death
-Job Change / Retirement / Business Sale / Windfall / Relocation
-Change of Law
2/x
-Marriage
-Birth
-Divorce
-Death
-Job Change / Retirement / Business Sale / Windfall / Relocation
-Change of Law
2/x
5 Estate Planning Docs Everyone Needs:
-Will
-Living/Revocable Trust
-Durable Power of Attorney
-Advanced Medical Directives
-Letter of Instruction / Letter of Intent
-Contact List of Important People
3/x
-Will
-Living/Revocable Trust
-Durable Power of Attorney
-Advanced Medical Directives
-Letter of Instruction / Letter of Intent
-Contact List of Important People
3/x
THREAD- Estate Planning is crucial for #smallbusinessowners. Consider it part of the process of setting up a business. Include any marital agreements. #entreprenuers #entreprenuership #angel #angelinvesting. #vc #vcs #founders #prenup 1/8
Not only would giving estate planning advice on Twitter expose me to lawsuits, it would be practically futile. Business arrangements times family dynamics times changing federal & state tax laws make such public advising futile anyway. #estateplanning 2/8
But here’s what to think through before going to your lawyer. First, estimate the current valuation of the business and what any tax might be to your estate if your dropped dead right now intestate. Your heirs and your spouse? #estateplanning #prenup #prenups 3/8
