Succession Planning

Legacy Planning: Think Several Generations Ahead


Plan now to prevent your descendants from squandering your wealth after you die. According to an ancient Chinese proverb, “Wealth does not pass three generations” — the first generation builds the wealth; the second generation Read More

Succession Planning for Small Business Owners


sucession planning

How to take proactive steps to protect family future financial stability Succession Planning for Small Business Owners is a complex process that covers a wide range of topics. For most people, the tasks that come Read More

Tips to Successful Business Succession Planning


Tips to Successful Business Succession Planning As many Baby Boomers approach retirement age, the consideration of what will happen to the businesses older individuals own becomes more important. Many business owners have invested their personal Read More

Don’t Wait Too Long for Business Succession Planning


In August 2016, the United States Treasury Department proposed new regulations that would limit the use of valuation discounting. This is a common planning technique that has assisted individuals in executing wealth transfers for years. Read More

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