by johnireland | Estate Planning Essentials
Executor Choice Often Determines How Smoothly an Estate Is Handled Key Insight The effectiveness of your estate plan depends not just on what is written, but on who is responsible for carrying it out. A well-drafted Will is only part of the estate planning process....
by johnireland | Tax Talk
Pension Planning Is Shifting — and That Changes Estate Strategy Key Insight Changes to pension treatment are reshaping how they fit within estate planning, requiring a more flexible and proactive approach. For many years, pensions have occupied a unique and...
by johnireland | Business Builder
Why Succession Planning Should Start Earlier Than You Think Key Insight Leaving succession planning too late can reduce options and create unnecessary risk. Succession planning is often viewed as something to address later in a business owner’s journey. For many, it...
by johnireland | Tax Talk
How Pension Changes Could Impact Your Estate Planning Key Insight Pensions have long been one of the most effective estate planning tools, but upcoming changes could reduce their ability to sit outside of inheritance tax planning. Pensions have traditionally been one...
by johnireland | Estate Planning Essentials
Why Updating Your Will Is Just as Important as Writing One An outdated Will may no longer reflect your current wishes or circumstances Key Insight Writing a Will is an essential first step, but it is equally important to review it regularly. Changes in assets, family...
