Enter your information below, and we will email you our new eBook, Tilting the OddsEstate planning is the process of organizing your finances for management during an incapacity or after death. This involves distribution, titling of assets, taxes and the care of your family. Common estate planning documents include a will, power of attorney, advanced medical directive and trust.
Get It in Writing: Why You Shouldn’t Defer Estate Planning
February 28, 2019There are plenty of unpleasant things in life we prefer to not think about. Taxes, for one. Pressing home repairs. ... Read More
What is A Look Through Trust?
March 1, 2018Why You Should Consider A Look Through Trust for Your IRA While the tax laws passed in 2017 make it unlikely ... Read More
What Comes First? Estate Planning or Exit Planning?
July 19, 2017A successful business Exit Plan achieves three important owner goals: Financial Security: The business sale or transfer provides the amount ... Read More
Death and Taxes vs. Preserving Wealth: The Final Exit Planning Co...
July 6, 2017Full disclosure: Wealth preservation planning can’t help any of us cheat death, but it can help business owners avoid ... Read More
Equality and Fairness in Transfers to Kids
February 5, 2014Stan Briggs was perplexed when he told his advisor, “My son, Patrick, has worked in the business for the last ... Read More
Six Estate Planning Questions for Business Owners
September 4, 2013James Keefe sat nervously in his Exit Planning Advisor’s office. Until the day before, he had been president of ... Read More
