Every single business will go through a transition – a sale, a transition to the next generation, or a liquidation. It’s never to soon to prepare for any of those possibilities….
Ready, Succession Plan Set, Go
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estate and tax planning
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….
Heirs Who Just Say No, Thank You
When used appropriately, disclaimers can be a big help in saving taxes for heirs.
Second-to-Die Insurance Solves Several Estate Planning Problems
Second-to-die insurance solves a number of estate planning problems for couples, preserving assets and assisting in business transfers.n
Plan to Start the Year With an Updated Estate Plan
Updating your estate plan should be one of your New Year’s resolutions – here’s why….
Estate Planning Attorney Advises What and What Not to Say to Grievers
Comforting ciients who’ve lost a loved one is challenging, but it is important to help others cope with grief.
World Kindness Day – a Reminder of the Kindest Thing of All
World Kindness Day reminds us that having an estate plan is one of the greatest kindnesses you can perform for loved ones.
When Is It a Good Idea for a Trust to Own Your Home?
It’s important to plan specifically for what will happen to your home after you die.
Selling a Business Has to Work on All Fronts
Selling a business involves many considerations, including doing the right thing for employees, partners, and family members.
