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Three Key Estate Planning Strategies You Can’t Overlook

A great estate plan requires periodic updating, extensive analysis, and following these three important strategies. “Stress Test” Your Estate Plan Through Various Scenarios One of the best ways to determine your plan is thorough and ready for virtually any scenario is to actually test it out in a variety of hypotheticals. What will happen if you suddenly become incapacitated? What will happen if your child, or children, pre-decease you? What rights, if any, will your child’s ex-spouse have to your estate’s assets? Putting your estate plan through these “stress” variables should not stress you out! Our view is going through these scenarios...

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Bobby’s Article Featured in the 2015 Fall Issue of Access National Bank’s GovCon Innovation Newsletter

Bobby is the President of InSightLaw and has spent years building the firm seeing it grow tremendously. He decided to share his experience as a business owner and provide key tips to fellow business owners by publishing How to Retain Key Employees to Help Grow and Transition Your Business in the 2015 Fall Issue of Access National Bank's GovCon Innovation Newsletter. Bobby talks about how smart business owners should work to keep key people long term with the company, irrespective of whether or not they become future owners. One strategy Bobby recommends is offering "phantom stock" or "stock appreciation rights" rather than actual...

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