Many people have difficulty starting their foray into Estate Planning because, let’s face it, confronting mortality by compiling paperwork and filling out forms is no one’s idea of a delightful afternoon activity. A good way to ease into your Estate Planning journey is to start with an achievable goal in mind that can even…
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Business Succession Planning – Exit Planning for a Successful Departure
If you are a business owner and are considering departing from your business to pursue retirement, you have probably started to consider your exit strategy. Planning for a successful departure is something I see more often than the traditional sale to a third party. Resources pertaining to selling to a third party often emphasize the…
The Edward J. McCloskey Succession Package
It’s not always easy planning the distribution of your assets. The task can feel daunting because of the amount of detail and planning involved. To make getting all your Succession materials in order easy, The Law Office of Edward J. McCloskey is now offering Individual and Couples Succession packages. This package includes everything you need…
Estate Planning for Families with Children Who Have Special Needs
My theme this month has generally been constant reminders for my clients and readers to keep their Estate Planning documents up to date. A frequently reviewed estate plan is important for everyone, but it is doubly important for those who have dependents with special needs. Special needs planning covers all of your bases: Finances, Public…