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, Business Succession Planning, will be hosted in our office, October […]

National Estate Planning Awareness Week

October 15-21, 2012 is National Estate Planning Awareness Week. In 2008, prompted by the estimate that over 120 million Americans are without up-to-date estate plans to protect themselves or their families in the events of sickness, accidents or untimely death, Congress passed a resolution so recognizing the third week of October every year. If you […]

Diability Planning – Yours and Mine

We know how important family is to our clients.  Two issues that are always of concern are disability and guardianship. What if you or your loved ones become disabled?  We are all at risk for disability, either short-term or permanent.  Who will speak for us during medical emergencies if we cannot speak for ourselves?  Families […]

Tax Tips: Estate planning errors and oversights

( – 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 […]