Ep 110: Estate Planning, Business Ownership And Beyond with Joel Cavanaugh (Part 2)
The Key Points: We are back with Joel Cavanaugh, partner at Hanna Rasnick Evanchan Palmisano Hobson & Fox LLC, for this episode. Joel handles a wide array of cases in estate planning and has a wealth of knowledge to share with us today. In part one of this...Ep 109: Estate Planning, Business Ownership And Beyond with Joel Cavanaugh (Part 1)
The Key Points: Today we are glad to welcome Joel Cavanaugh to the podcast. Joel is a partner at Hanna Rasnick Evanchan Palmisano Hobson & Fox LLC and handles a wide array of cases in estate planning. In this two-part episode, Joel will discuss his journey as an...
Protecting and Passing Down Your Financial Legacy
When it comes to passing on your wealth to your family, it is important to know the best ways to manage the process. An estimated 90% of wealthy families lose their wealth by the third generation, so if you are planning on leaving behind assets to your family, knowing...
Your Legacy is Your Greatest Gift
The desire to leave a legacy has an altruistic quality to it in that it is a gift to the future, the benefit of which you may never witness, nor ever feel the true extent of its appreciation by others. However, creating your legacy does not happen overnight, and it...
Trusts vs. Wills – What’s the Difference?
Planning for after your passing can be difficult. But creating a plan for what happens to your estate is highly important for your family and your legacy. If left unattended, your estate can potentially be caught up in arduous court processes and cause disputes...
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