Succession, estate and
When considering how to distribute your wealth or pass ownership of a family business, proper planning can preserve the assets that you have spent years building. Smart individuals recognize the need for considerate and experienced guidance in matters such as succession, estate and retirement planning, and MWE has been providing help to such individuals and businesses for more than 60 years.
Family dynamics can be challenging during the drafting of your plan. MWE's partners are fully experienced in engaging with principals, as well as other interested individuals, with understanding and discretion. As your MWE partner navigates you through this process, you will be guided to consider important and necessary factors that will constitute your plan, such as:
- How should business interests & investment assets be transferred in a tax efficient manner?
- How will controlling interests in business & investment companies be held?
- How should you resolve potential disagreements among family members?
- How should you provide incentive performance compensation plans to key non-family employees?
In many areas of our lives, we need to seek the counsel of others. When considering such important decisions, such as the future of your business, your wealth, and your family’s well being, you want the professional and experienced help of a discreet advisor. Let MWE’s partners work with you, to help you plan and achieve optimal results for you and your loved ones.
estate planning articles
help guide your family with a road map for your estate plan by Margolin, Winer & Evens LLP
should a tax apportionment clause be in your estate plan? by Margolin, Winer & Evens LLP
family business owners must weave together succession and estate planning by Margolin, Winer & Evens LLP
sec. 6166: estate tax relief for family businesses by Margolin, Winer & Evens LLP
one way to transfer a family business by Margolin, Winer & Evens LLP
3 reasons you should continue making lifetime gifts by Margolin, Winer & Evens LLP
use the proper tools to fix a broken trust by Margolin, Winer & Evens LLP
if charitable giving is part of your estate plan, consider a donor-advised fund by Margolin, Winer & Evens LLP
a win for family businesses by Margolin, Winer & Evens LLP
moving on? not without a business succession plan by Margolin, Winer & Evens LLP
how will muhammad ali's estate play out? by Greg Iacurci
battle involving leona helmsley estate spotlights issue of executor pay by Veronica Dagher
possible limitation on use of valuation discounts - prompt action may be necessary by Margolin, Winer & Evens LLP