I read that “Thankfulness is the antidote to worry.” If we “count our blessings”, start off the day listing 5 things we are thankful for, each morning we begin to live in gratitude. “Gratitude” cannot exist at the same time as “Anger”, “Resentment” or “Fear”. You really cannot feel both at the same time. So if... [Read More]
Steven developed a thorough plan to meet our complicated needs with a blended family and special needs child in a timely manner. - Cheryl F.
Mr. Jackson made a tough process easy and painless! - Kyle M.
"Integrity, trust - a rare item - it's here! - Ron F.
Spanos Family Won’t Need to Sell NFL Team for Taxes: This is how it’s done
Alex Spanos, owner of the Los Angeles Chargers, formerly the longtime San Diego Chargers, recently passed away. The Team will not need to be sold to pay the massive Estate Taxes that are normally triggered by a transfer of a very valuable Family Business to the next Generation. Start Early When Mr. Spanos purchased the... [Read More]
The Queen of Soul, without an Estate Plan
Why Not Plan? If you are 76 years old, why do you not have an Estate Plan (a Will or Trust)? If you have terminal Pancreatic Cancer, why don’t you do an Estate Plan? If you have an estimated value of your Estate at over $80 million dollars, why don’t you do an Estate Plan?... [Read More]
Family Business Succession
This is the last of our series of four blogs on the Business Succession Planning in Families. This series involves Family Businesses. That business can be as small as a single Dry Cleaner operator or be as big as Getty Oil, Walmart or the Biltmore Estate. Recap We have discussed how each family has their... [Read More]
STEVEN ANDREW JACKSON LEADS CONTINUING EDUCATION CLASS ON THE “SUCCESSION: FAMILY & BUSINESS”
Estate Planning attorney Steven Andrew Jackson will teach a one hour Continuing Education class on “Succession: Family & Business.” Class Details: Date: Wednesday, September 12, 2018 Time: 8:00 am to 9:00 am Location: The Biltmore Building, One North Pack Square, in downtown Asheville. The class is approved for one hour Continuing Education by the... [Read More]
FAMILY BUSINESS TRANSITION
Is the Family Business Transition Planned for? Statistics show that a business owner may average more than 900,000 hours in the creation and running of the business, and yet spend less than 4 hours on planning its transition. The business owner may be so solely focused on the running of the business that they have... [Read More]
The Family Business – Statistics, Structure and Unique Estate Planning Issues
This blog follows up our last blog regarding families and their transitions of assets and businesses. Sometimes those families are famously like the J. Paul Getty family or the Biltmore Estate Cecil family. Sometimes it is the family down the street with the dry cleaning store on the corner. In this blog we explore how... [Read More]
Steven Andrew Jackson: 10 Best in North Carolina For Client Satisfaction
Steven Andrew Jackson Has Been Nominated and Accepted as 2018 AIOLC’s 10 Best in North Carolina For Client Satisfaction The American Institute Of Legal Counsel has recognized the exceptional performance of North Carolina’s Attorney Steven Andrew Jackson as 2018 10 Best Legal Counsel for Client Satisfaction. The American Institute Of Legal Counsel is a third-party... [Read More]
Succession: Getty and the Biltmore Estate
Estate planning often involves business succession planning as well. Parents create a business that grows over time, employs many people and becomes part of the local culture and in some cases, expands into the region or country or even worldwide. While we often think of the personal inheritances and personal assets in estate planning, when... [Read More]
How Does the 2018 Tax Reform Relate to Families? Part 3
Two major pieces jump out. One of which is that there is now a limit on your deductions for your State and Local Taxes. They use to be unlimited and now there is a limit. Another of the other major changes that we will go through in detail in this Blog is regarding the changes... [Read More]