With a key part of business planning being succession planning,an ESOP can provide a very viable solution for many business owners.
Month: April 2023
Social Security From an Estate Planning Point of View
Waiting until age 70 to collect Social Security is one way to leave a larger legacy for one’s heirs.i
The Living Side of the Estate Planning Process
While estate planning includes the topic of death, there is positive psychology involved and benefits for both family members and the person engaged in the process.
The Deadly Side of the Retirement and Estate Planning Process
Lifespan – and death – are, unavoidably, at the heart of every estate planning discussion….