Tax Tips: Estate planning errors and oversights

(CapitalGazette.com) – In a recent Forbes column, a prominent CPA/financial adviser called attention to several of the top errors in estate planning. However, with all the talk about massive changes expected with the estate tax laws, family planners have been putting off fixing errors until they know what the new rules are going to be. […]

Transitioning a Business to the Next Generation

Business owners have many concerns to make sure their businesses continue after the death of the founder.  The primary planning concerns for all business owners are complex and must be decided thoughtfully-long before health or retirement causes a business crisis: –  Ensuring a market to purchase stock or other business interests at retirement, death, or […]

Women and Estate Planning

Although there have been many great strides in women’s roles, still many women depend on men to handle their financial matters.  In the wake of a spouse’s death or divorce, women are forced to take a more active role in their financial future.  Here are some helpful facts: Women live 5 to 7 years longer […]

Monthly Advisor Education Series

Conway & Pannell, PC, pleased to offer a one-hour study session and teleconference designed specifically for advisors and advanced practioners to provide the best service for your clients.  This program is offered monthly as part of The Advisors Forum Live Interdisciplinary Series. This month’s topic, Family Business Transition, will be hosted in our office, July […]

A Summer at Conway & Pannell

If you’ve called into the office recently, mine may have been the voice on the receiving end of the line. My name is Faith Lee. I am the new summer intern at Conway and Pannell, although ‘new’ is a misnomer as almost a third of the summer has passed since I’ve arrived here. People, mainly […]

Deeds and Real Property – Funding Your Trust

Joint tenancy with a spouse, sibling, or close friend is very common these days.  No matter what age you are, living with another person brings important questions to be addressed.  In what names will the property be held?  Are both investors in this property?  Will it be held in joint tenancy?  Joint tenancy allows the […]