Two recent articles in the news reporting family businesses that had to close for lack of a successor highlight the need for business succession planning…
Another Estate Planning Cautionary Tale in the News
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business planning
Business Planning — Carrying On or Closing?
The closing of a long-time business in Indiana serves as a stark reminder of the importance of business succession planning for both disability and death.
For Business Owners, Estate Planning Just Became a Step More Complex
The recent Supreme Court ruling in Connnelly V. United States means that owners of closely held business interests should revisit their tax and estate planns.
For Business Owners, Estate Planning Becomes Shades More Complex
Business owners have a longer and more complex decision-making process ahead of them in terms of estate planning.
Standing on Safe Ground for Business and Estate Planning
Because real estate is not a liquid asset, it’s important to plan how its value wil be divided among heirs. Also important, especially for business owners, is to avoid liability that can result from owning contaminated property.
Tending to the Human Side of Business Planning
As we help set Indiana business owners up for success, we remind them of the importance of good human resource planning.
Asset Protection for Indiana Business Owners and Caring Parents
Asset protection trusts can be useful both for business owners and in general estate planning.
Strategic Business Planning Requires Annual “Check-Ups”
Strategic business planning requires an annual valuation of business interests.
Corporate Transparency Act
If you’re in business, you need to know about the new reporting requirements of the Corporate Transparency Act.
The Families First Coronavirus Response Act
Families First benefits are now available to free-lancers and independent contractors.
