As the founder and president of Pennsylvania Capital Management, I spend a majority of my time helping clients accumulate enough wealth to enjoy a secure and fulfilling retirement. Yet as the years pass, I’m eventually charged with an even more daunting task: working alongside attorneys to create clients’ wills and trusts for the time when they are no longer with us.
I’ve worked with many attorneys throughout the years, and have found that we both want what’s best for our clients. Estate planning can be fraught with tensions especially when it comes to determining which family members receive illiquid assets, be they personal heirlooms or privately held companies, or liquid assets such as stocks, bonds and real estate.
This content has been archived. It is available through our partners, LexisNexis® and Bloomberg Law.
To view this content, please continue to their sites.
Not a Lexis Subscriber?
Subscribe Now
Not a Bloomberg Law Subscriber?
Subscribe Now
LexisNexis® and Bloomberg Law are third party online distributors of the broad collection of current and archived versions of ALM's legal news publications. LexisNexis® and Bloomberg Law customers are able to access and use ALM's content, including content from the National Law Journal, The American Lawyer, Legaltech News, The New York Law Journal, and Corporate Counsel, as well as other sources of legal information.
For questions call 1-877-256-2472 or contact us at [email protected]
