August 25, 2015 |
How to Start the Discussion on Succession Planning
In order to plan ahead for the future and reduce the possibility of problems down the line, you need to think about what you want ...
Learn MoreHow to Start the Discussion on Succession Planning
In order to plan ahead for the future and reduce the possibility of problems down the line, you need to think about what you want to happen to your business. The most difficult part of this process is planning the initial conversation and avoiding any excuses or reasons to put this off. 
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When you set aside the time to talk with relevant family members or stakeholders, do not let anyone convince you that the conversation should be pushed off or dealt with later. Once you make the commitment to think about the future of the company, stick to it.
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Blog
August 24, 2015 |
Fast Facts on Guardianship and Conservatorship
As you grow older or as your parents grow elder, the need to be proactive with your planning becomes all the more important. At the ...
Learn MoreAugust 21, 2015 |
Tips for Planning With Bitcoin Assets
As of this writing, the IRS views bitcoins as property. The digital currency has gained enough traction that the IRS has started to pay attention. ...
Learn MoreAugust 20, 2015 |
The Downside of Reverse Mortgages
These mortgages are marketed quite heavily to the target market- individuals over the age of 62. These provide the ability to borrow against home equity, ...
Learn MoreAugust 19, 2015 |
A Real Look at Predators and Lawsuits
Most people are aware of how devastating one lawsuit can be, even if they have never been victims of one. Despite this, many people are ...
Learn MoreAugust 18, 2015 |
Probing Questions for Succession Planning
The prospect of planning ahead for retirement and the possible sale or transfer of a business raises a lot of questions. It is important to ...
Learn MoreAugust 17, 2015 |
Proactive versus reactive approaches in elder law planning
Although it is certainly possible to achieve a fair amount with reactive planning in an elder law crisis, it is much easier to plan in ...
Learn MoreAugust 14, 2015 |
Tips for Planning for Blended Families
As a result of relatively high divorce rates and better longevity these days, blended families now outnumber traditional families. Divorce and remarriage has the ...
Learn MoreAugust 13, 2015 |
Is There a Way to Protect Against a Dishonest Executor?
An executor plays a very important role in carrying out an estate, and it can be nerve-wracking as well as frustrating if you suspect that ...
Learn MoreAugust 12, 2015 |
Using Life Insurance and Annuities for Asset Protection
There are many asset protection tools out there- you can just ask your attorney to highlight some of the most popular ones for you. Asset ...
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