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Posts in Business Planning

  • Doctor Talking to a Patient
    Sep 17 Succession Planning For Business Owners

    A business owner without an estate plan, is a business owner whose business and personal estate are both in jeopardy, says the ...

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  • Discussing a Document
    Jun 04 Estate Planning Hacks Create More Problems In The Long Run

    My idea: put our accounts in my wife’s name and put the land in our children's names. The way I figure it, when something happens ...

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  • Laughing
    Feb 14 Why is Estate and Succession Planning a Process?

    Succession planning is a process. 10 years of time goes by very quickly, so the earlier you can start having these conversations, ...

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  • Discussing a Document
    Nov 20 Did Microsoft Founder Paul Allen Have an Estate Plan?

    The question isn’t whether the secretive Microsoft founder structured his finances for maximum posthumous impact. It’s whether the ...

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  • Laughing
    Apr 07 Planning Your 2016 Retirement Plan Contributions

    Retirement planning and contributions have been a part of America since 1875 when they were first introduced to the workforce as a ...

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  • Discussing a Document
    Nov 05 Including a Business Succession Plan in Estate Planning

    Owning and operating a small business is the dream of many Americans. Through hard work and dedication, this dream comes true for ...

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