February 27, 2013 |
Lacking a Business Succession Plan? You’re Not Alone
An alarming number of business owners do not have succession plans for what will happen to their businesses when they retire, die, or become disabled. ...
Learn MoreLacking a Business Succession Plan? You’re Not Alone
An alarming number of business owners do not have succession plans for what will happen to their businesses when they retire, die, or become disabled. Financial professionals expect the demand for business succession planning to grow as the baby boomers continue to age.
When creating and growing a small business, many business owners never think of succession plans. However, all small businesses should have a plan for succession if they want their business to continue on after they are gone.
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Blogs for February 2013
February 20, 2013 |
Pointers for Asset Protection Planning
An article in Forbes likens asset planning to “taking chips off the table in good times, so that you can still walk away from the ...
Learn MoreFebruary 13, 2013 |
Equalizing Inheritance for Your Children
When one estate planner hears his business-owning clients say, “I love my kids equally, so I want to share my assets equally,” what he actually ...
Learn MoreFebruary 6, 2013 |
Estate Planning for Married Couples
In light of the fiscal cliff bill, a recent article in Forbes offers some estate planning advice for married couples. One important item made permanent ...
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Recent Posts
Selling a Business? The Financial Planning Should Start Long Before the Sale
Selling a business is more than a transaction. Learn why business owners should plan early for valuation, taxes, succession, estate planning, investment of sale proceeds, and life after the exit. For many entrepreneurs, selling a business represents the culmination of years—or decades—of hard work. But the financial impact of a sale can extend ...
<p>The post Selling a Business? The Financial Planning Should Start Long Before the Sale first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post You’ve Built Significant Wealth. What Should Your Financial “Second Act” Look Like? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Your CPA, Financial Advisor, and Estate Attorney Should Be Talking—Here’s Why
Tax, investment, and estate planning decisions often overlap. Learn why coordination among your CPA, financial advisor, and estate attorney can help create a more cohesive financial and legacy strategy. For business owners, high-net-worth families, and individuals navigating a major financial transition, important decisions rarely fit ...
<p>The post Your CPA, Financial Advisor, and Estate Attorney Should Be Talking—Here’s Why first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
