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In my business coaching and strategic thinking and planning consulting work, I have found too often that the owners and managers of small to medium size businesses frequently fail to do adequate estate planning and lack suitable estate planning documents. The lack of effective planning can result in costly probate proceedings or unnecessary estate taxes. Therefore, my real mission with this article is to try to convince you that “your estate does matter!” and you need to make sure you have committed to take the needed action to get your estate planning in order now.I believe it is fair to say that business owners and managers do not intentionally plan to neglect this type of planning. However, it probably is fair to say that it is something that is “put off” because of the conflicting advice and confusing laws and regulations that cover this subject.Rising to the challenge of finding a solid resource and references for advice in this matter, I looked to my clients and found Patti Spencer, Esq. Patti is widely recognized as a preeminent estate planning attorney and is the founder and owner of Spencer Law Firm in Lancaster, PA. In her 25 years of practicing law, Patti has assisted both clients and other professionals with estate planning, probate, taxation and closely held business issues. She has published numerous articles on estate planning topics and is the author of a weekly column, “Taxing Matters” for the Lancaster Intelligencer Journal, Lancaster, PA.And we are very fortunate that Patti has also written a book, “Your Estate Matters Gifts, Estates, Wills, Trusts, Taxes and Other Estate Planning Issues.” The book is available on the amazon.com website at www.amazon.com and I do highly recommend it. I have read the book and have posted my review on the amazon.com website.I would also recommend that you visit her website at www.spencerlawfirm.com to learn more about her estate planning work. Please remember that “your estate does matter” and that you need to take action now to assure adequate estate planning is achieved.If you would like to learn more about how the importance of your estate planning to be integrated with your strategic planning, please contact Glenn Ebersole through his website at www.busiesscoach4u.com or by email at jgecoach@aol.com
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Glenn Ebersole, Jr. is a multi-faceted professional, who is recognized as a visionary, guide and facilitator in the fields of business coaching, marketing, public relations, management, strategic planning and engineering. Glenn is the Founder and Chief Executive of two Lancaster, PA based consulting practices: The Renaissance Group, a creative marketing, public relations, strategic planning and business development consulting firm and J. G. Ebersole Associates, an independent professional engineering, marketing, and management consulting firm. He is a Certified Facilitator and serves as a business coach and a strategic planning facilitator and consultant to a diverse list of clients. Glenn is also the author of a monthly newsletter, “Glenn’s Guiding Lines – Thoughts From Your Strategic Thinking Business Coach” and has published more than 250 articles on business.
To find out more about the benefits & rewards of effectively working with a strategic thinking business coach, please contact Glenn Ebersole through his web site at www.businesscoach4u.com or jgecoach@aol.com
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