June 5, 2013 |
After Success, Don’t Forget About Succession
The amount of work required to start a business, make it successful & keep it growing is substantial. Unfortunately, the business owner isn’t done even ...
Learn MoreAfter Success, Don’t Forget About Succession
The amount of work required to start a business, make it successful & keep it growing is substantial. Unfortunately, the business owner isn’t done even when all that has been accomplished.
There are many challenges to developing a successful succession plan for your small business. Common challenges to succession planning include fear, confusion, uncertainty, an undefined action plan, and dysfunction. A recent article discusses how to overcome some of these challenges.
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Blog
May 29, 2013 |
Estate Planning for Business Owners: Make it Salable
Many business owners do not have a plan in place to sell their business. Therefore, when it comes time to sell the business, approximately 80 ...
Learn MoreMay 22, 2013 |
Don’t Forget About State Estate Taxes
With the federal estate tax exemption set at $5.25 million, many people are resting easy knowing that their estate will likely not be subject to ...
Learn MoreMay 15, 2013 |
Estate Planning May Assist Retail Investors
Retail investors who have investable assets amounting to less than $100,000 often overlook an important aspect of financial planning. As a recent article explains, this ...
Learn MoreMay 8, 2013 |
Advantages Of An Irrevocable Life Insurance Trust
Many Americans may be unaware of what an irrevocable life insurance trust (“ILIT”) is, let alone the benefits it may provide to them. A recent ...
Learn MoreMay 1, 2013 |
Estate Planning Oversight Will Cost Koch Estate 3 Million Dollars
After the death of New York City legend Ed Koch on February 1st, 2013, his estate plan became the topic of public conversation. A recent ...
Learn MoreApril 24, 2013 |
How To Save Your Heirs From Your Debt
We will die, our debts will not. Many people falsely believe that any debts they have incurred will dissolve when they die. Unfortunately, this is ...
Learn MoreApril 17, 2013 |
Family Wealth Can Be – Surprise! – A Curse
What some people would think of only as a blessing can also be a curse. Family wealth is, at times, a double-edged sword, as Thayer ...
Learn MoreApril 10, 2013 |
Selecting Your Personal Representative
When creating an estate plan, one of the most important decisions to make is selecting a personal representative. A recent article discusses some of the ...
Learn MoreApril 3, 2013 |
Why Everyone Needs An Estate Plan
With the current estate tax exemption over $5 million – $5.25 million to be exact – many people wonder if estate planning is necessary for ...
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Recent Posts
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<p>The post The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Are You Paying Taxes Today That You Could Be Planning Around? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
