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Business Succession

The Benefits of Proper Estate Planning (Updated February 2023)

May 5, 2011
To see what happens without proper estate planning, let us consider a common family situation. Assume that you own most or all of the significant ...
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The Time to Act is Now For Incredible Tax Planning Opportunities

October 1, 2010
What do you get when you mix low business, real estate, and other asset values with historically low interest rates and a historically low gift ...
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Estate & Trust Disputes: Common Types and How to Avoid Them

July 2, 2010
Disputes over a loved one’s estate or trust can be incredibly destructive to both assets and relationships. They can also result in the destruction of ...
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Planning – Especially Important for Business Owners

March 31, 2010
Many business owners spend the bulk of their time working to build their businesses. Sadly, too many business owners also fail to spend much, if ...
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