January 17, 2022 |
Does Your Family Have a Business Succession Plan?
Owning a family business gives an excellent opportunity to pass on wealth to future generations, but this is only possible when you have a clear ...
Learn MoreDoes Your Family Have a Business Succession Plan?
Owning a family business gives an excellent opportunity to pass on wealth to future generations, but this is only possible when you have a clear business succession plan created and implemented in advance. 
Many business owners rethought their decisions about their succession plan and retirement in the light of covid. Many of them were confronting these issues for the very first time. Research from PWC’s US Family Business Survey shows that only 1/3rd of business owners with a family company in the United States have a documented, comprehensive and clearly communicated succession plan in place.
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Blog
January 14, 2022 |
Study Finds Younger Workers Are Less Prepared for Retirement
A recent research study indicates that generation X does not have the same amount of retirement preparedness as baby boomers. This is especially concerning given ...
Learn MoreJanuary 13, 2022 |
Who Depends on Your Income?
One of the most important questions to be considered as you broach the estate planning process is to evaluate those people who are reliant on ...
Learn MoreJanuary 10, 2022 |
What are the Most Common Probate Problems?
When you pass away, there is a good chance that at least part of your estate will enter probate in your state. With estate planning, ...
Learn MoreJanuary 6, 2022 |
How Does a New Owner Get Access to Real Estate with Transfer on Death?
Someone who inherits real estate through a transfer on death deed should find it relatively simple to have ownership transferred to them after the original ...
Learn MoreJanuary 4, 2022 |
Are You Setup for Retirement Failure or Success?
If the past two years have handed down several lessons, at least one of them is that it helps to overprepare in the face of ...
Learn MoreJanuary 3, 2022 |
Will You Owe Estate Taxes?
Estate taxes can be a complicated subject especially as they are often a discussion in public policy. Approximately 0.2% of US adults who passed away ...
Learn MoreDecember 31, 2021 |
Waiting To Retire Could Be Better for Your Brain
New research from the Max Planck Institute for Demographic Research indicates that putting off retirement until a later age could slow down your rate of ...
Learn MoreDecember 29, 2021 |
Everyone Should Redo Their Financial Plan
The spread of the Omicron variant of Covid-19 is prompting many financial professionals to reach out to their clients to update those clients’ financial plans. ...
Learn MoreDecember 27, 2021 |
What Is a Dynasty Trust?
If you are looking to transfer wealth through multiple generations you might consider using a tool known as a dynasty trust. This is a strategy ...
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