Blog

Business Meeting

Business owners are often so busy with the day to day issues of running and growing their companies that the issue of business succession is often overlooked or left on the “back burner” until it’s too late.

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House Miniature and Coins and Key

Using these pros and cons as a guide, you can meet with your estate planning team to determine your best course of action in planning your estate—to either use or avoid the probate process.

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Handshake

While the question of who will take over your business is central to a succession plan, it is equally important to plan ahead for the tax implications of a transfer of business assets to your appointed successors.

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Golden Pig-Shaped Money Box and Stacks of Dollar Bills

Hiring your teenage children to work in your business can give them valuable employment experience and teach them to handle responsibility. It can also give them a head start in saving for their future.

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Documents

Most of us would be surprised at the total amount of money we have "invested" in personal belongings. Yet, how many of us have taken the steps to ensure all our tangible assets are properly valued?

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Tax Documents

Taxes may be inevitable, but they're also something you have some power over. Here are five strategies to manage your tax burden going forward.

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Handshake

The buy-sell business continuation agreement is a powerful instrument in helping to assure that the hopes and dreams of its original founders may continue unabated.

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