Frequently Asked Questions

Here at Doyle and Minsky, we work with successful families and business owners through every stage of life. Whether you’ve done a lot of planning or none at all, we’ll meet you where you are and help you move forward on the best possible path for your needs. Some of the more common client types that we work with are listed below, as well as some of the common questions that we help them answer. If you find yourself asking these same types of questions, please reach out to us!

Individuals and Families

Individuals and Families

  • Do I have enough in savings for the unexpected?
  • Should something happen to me or my spouse, could our family continue on financially?
  • If I were unable to work due to an accident or sickness, how would we generate income?
  • Are we saving the right way?
  • Will we have enough to retire one day?
  • Am I making investments the right way?
  • Do I have too much invested in one stock or asset class?
  • Have I maximized the benefits offered to me through my employer?
  • Do I have the necessary legal documents to make sure my wishes are carried out at death?

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Business Owners

Business Owners

  • What’s my exit strategy when I’m ready to sell or retire?
  • Is there someone in the business who I would like to transition or sell to? How do I do that?
  • Is there a plan in place if my partner or I become disabled or die?
  • Am I offering enough benefits to attract and keep employees?
  • Are the benefits we offer comparable to our competitors?
  • Are there employees at my company that I couldn’t afford to lose? How do I protect my business if I do lose them?
  • Do we have advisors servicing our retirement plan and educating our staff?
  • Are my personal assets protected in the event of a lawsuit?
  • How do I determine the value of my company?
  • My business represents the bulk of my net worth, how can we change that?

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Retirees

Retirees

  • Do I have enough saved to stop working?
  • How much can I spend in retirement without running out of money?
  • Am I confused by what myself or my spouse would receive in social security?
  • If I got sick and needed care, how would I pay for it?
  • Does my estate planning minimize what the state and government would get and maximize what my family would receive?
  • Would I like to support any charitable organizations now or after I’m gone?
Farming Families

Farming Families

  • Am I set up to pass on the farm to the next generation?
  • Will my family be able to pay any debts or taxes due when I die?
  • I have one child working in the business and another that is not, how do I set my estate plan up fairly so I'm not facoring one over another?
  • How do I make sure that I can handle a down crop season?
  • Am I reinvesting in the business each year at the expense of my personal savings?
  • What kind of benefits or retention program can I offer to keep my key employees happy?
Special Needs Families

Special Needs Families

  • I provide care for a loved one — how can I protect them when I can no longer care for them?
  • Are there any tax incentives offered by the government to encourage savings for someone with special needs?
  • Is my estate plan set up correctly to continue to care for my loved one’s long-term financial well-being?
  • Do I have any assets that I may leave behind that could jeopardize the federal and state benefits my loved one receives?

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