January 5, 2016 |
Business Succession Planning: What Are the Values at Work?
A business reflects its owner, and a clear plan can keep that concern on the path that was chosen. Lack of a succession plan could ...
Learn MoreBusiness Succession Planning: What Are the Values at Work?
A business reflects its owner, and a clear plan can keep that concern on the path that was chosen. Lack of a succession plan could morph the business into something different or leave it in the hands of someone who would not reflect the founder’s intent or attitude.
The type of plan used will depend on whether the business is to be sold or kept until death or retirement. If the business to kept and passed along, use of an outside consultant can eliminate bias in the selection of a successor and that successor could be placed in a similar business to prepare for the future.
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Blog
January 4, 2016 |
Elder Law: Watching the Dangers of High Health Costs
Fidelity Investments has conducted an annual survey for the 7th straight year and 62% of those individuals asked in the survey reported unexpected expenses as the key ...
Learn MoreJanuary 1, 2016 |
A Shift in Tax Focus for Estate Planning
A shift has taken place in estate planning from saving on a state tax to avoiding capital gains taxes. With the federal estate tax exemption ...
Learn MoreDecember 31, 2015 |
Tips for Protecting Your Assets as You Age: Three Keys
The effects of aging, if not properly prepared for, can rob a person of their assets and rob heirs of their inheritance. According to recent ...
Learn MoreDecember 30, 2015 |
Trusts Enhance the Options of Business Succession Planning
Using a trust can place business succession in a well-controlled structure that, when done earlier than succession might actually occur, allow assets to grow within ...
Learn MoreDecember 29, 2015 |
Creating an Elder Abuse Profile Can Trigger Prevention
With persons over 50 possessing 70% of the wealth in the majority of families across the United States, family members and predators alike may attempt ...
Learn MoreDecember 28, 2015 |
Pets Are Precious Even in Estate Planning
The key in planning ahead for the well-being of your beloved pet is to find a caring organization or person and to candidly talk to ...
Learn MoreDecember 25, 2015 |
What is the Chan-Zuckerberg Initiative?
The just-announced Chan-Zuckerberg Initiative may change the face of high network giving, as rather than granting funds to an outside entity they acted to give ...
Learn MoreDecember 24, 2015 |
Asset Protection Tips for the Smaller Enterprise
Keeping in mind that doctors, business owners and real estate investors are most vulnerable to attacks on their assets, the goal for protection is to ...
Learn MoreDecember 23, 2015 |
Business Succession Planning is About More than a Check
Forbes Asia recently interviewed a fast food entrepreneur in Hong Kong who shared insights into business succession that are universally applicable. Although family businesses account ...
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