Succession Planning For Business Owners
A business owner without an estate plan, is a business owner whose business and personal estate are both in jeopardy, says...
Category: Business Planning
Estate planning insights for business owners—protect your company and secure your family’s future.
Estate Planning Hacks Create More Problems In The Long Run
My idea: put our accounts in my wife's name and put the land in our children's names. The way I figure it, when something...
Why is Estate and Succession Planning a Process?
Succession planning is a process. 10 years of time goes by very quickly, so the earlier you can start having these...
Did Microsoft Founder Paul Allen Have an Estate Plan?
The question isn't whether the secretive Microsoft founder structured his finances for maximum posthumous impact. It's...
Planning Your 2016 Retirement Plan Contributions
Retirement planning and contributions have been a part of America since 1875 when they were first introduced to the...
Including a Business Succession Plan in Estate Planning
Owning and operating a small business is the dream of many Americans. Through hard work and dedication, this dream comes...
Travel Smart: Update Your Estate Plan Before You Travel
Are you planning a big trip this year? If so, you may have already begun jotting down your travel to-do list to make sure...