Make sure your most talented key executives don’t leave when you need them most. Introduction: Joe Smith had built a successful business over a 40-year working career Read More...
Avoid The Most Common Business Succession Planning Mistake
An incomplete plan is worse than no plan. A few years back, a business owner came in to see me with a problem. He and his brother owned a landscaping and excavation Read More...
The Importance of Estate and Business Succession Planning
Estate Planning and Business Succession Planning are two separate yet intertwined processes that dramatically impact each other. The care you take in analyzing and Read More...
Estate Tax and Succession Planning After the Cliff
After much political bargaining, federal legislation has been enacted to address, among other things, the expiration of numerous tax provisions passed under the Bush and Read More...
How To Avoid One Of The Biggest Retirement Planning Mistakes
Don’t Run Out Of Money Before You Run Out Of Life. A critical component of any solid financial plan is preparing for the future. This is why one of the first things I Read More...