Many of our clients are business owners. Although these businesses tend to be successful, we have found that many of the owners do not have clearly defined succession plans. This month, we will look at one of the best ways to outline a succession plan, especially when partners or fami
Would it surprise you if your professional advisor recommended “special needs” planning when you don’t have any special needs children or grandchildren? It’s important to think about what might happen to your loved ones after you’re gone, that would impact your estate plan.
It seems that Charitable Remainder Trusts have been off the planning radar for awhile. Here is a case study that illustrates why they are making a comeback: After working for years to build up his company, Dave and his wife have decided that it is time to retire. Without children to t