Business owners have a longer and more complex decision-making process ahead of them in terms of estate planning.
business 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.
In Selling a Business, Preparation is the Secret to Success
While we help business owners prepare for success, we must also help them be prepared for adverse circumstances j- and to think ahead to how they want to transfer their business to others someday in the future.
Good Business Owners Prepare for Bad Things to Happen
Bad things can and do happen to even very devoted and very skilled business operators, and having contingency plans is a vital aspect of owning a business.
Sooner-Than-Later Business Ownership Gifting
When children are in lower tax brackets than the business owner, gifting of business interests can shift income to them.

