What should be my greatest concerns when planning?
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William A. Conway, J.D., in a professional career as a tax attorney, investment banker, and legal educator, serves his clients with both financial and legal counsel. A graduate of Georgetown University Law Center, he is a registered investment advisor and tax attorney included in both Who's Who in Finance and Industry and Who's Who in American Law. Mr. Conway is also a member of the bars of the Commonwealth of Virginia, District of Columbia, and the State of Maryland.
His practice is dedicated to building wealth enhancement strategies for his client families' estates and businesses, using far-reaching, advanced planning to achieve preserved wealth for generations. The firm's priority is our relationship with our client families and their personal, professional and estate goals.
Mr. Conway was an Adjunct Professor of tax law at George Mason University School of Law, where he taught law for five years and has lectured at Georgetown University Law Center. He annually teaches continuing education courses on estate planning and wealth preservation for attorneys, financial planners, and accountants.
A founding member of WealthCounsel, LLC , he serves as chairman of the Legacy Consulting Group and is a member of the National Academy of Elder Care Law Attorneys. In addition, Mr. Conway serves on the Greater McLean Chamber of Commerce and is President of the McLean Symphony, McLean, Virginia.
Invited for guest appearances on television programs such as "The Money Makers" on PBS, Mr. Conway also created and hosted the radio series, "Legacy," for many years on Washington Business Radio. You may now hear him on his new show, "Family Fortunes" on WTNT 570 AM Radio in the Washington Metro area each Saturday morning.
Generations, an updated companion book to the original "Legacy" radio show, is a 500+ page, hard-backed book, indexed by subject, and includes every aspect of estate planning.
What should be my greatest concerns when planning?
In this video series, William Conway explains the basics of estate planning.
This series: 35,582 views
Transcripts
Host: What should be my greatest concerns when planning?
William Conway: Well, I think the biggest concerns in planning are when people are out of control. The whole element of planning is all about maintaining control. We do not actually have to have a plan in the circumstance that we are alive and well. It is only at the point of time we are out of control that a plan becomes important. People come out of control in a circumstance of an incapacity or disability.
Clearly, they are not going to be able direct where their property goes. They can not pay their bills and have to rely upon others to do so. People are out of control when they passed away. Obviously, by definition, but the bigger issue is, is those plans or are those assets going to go to people the way they want, are they going to go how they want, are they going to go in the matter that they directed or believe they are going to go, are they even going to go the right people? That clearly is a point where people are out of control.
The last point in time where people are out of control is when assets which otherwise might go to somebody without any taxation, have taxes applied to them that otherwise might be avoided. So, the three points of being out of control are in the circumstances of an incapacity, in the circumstance of death and the circumstance of taxation.
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