The Importance of Estate Planning Valuation
For closely held and family-owned businesses, a strategic estate plan is an essential part of protecting wealth and after-tax net worth.
Estate Planning: The Bear Market Silver Lining
The U.S stock market has officially entered a bear market for the first time since the Covid-19 pandemic sent the stock market into a brief but deep dive back in March of 2020.
Why Business Owners Need to Have an Estate Planning Attorney
An experienced estate planning attorney is a crucial resource in designing a plan to preserve your family business legacy. Take action now while the tax code remains favorable.
Five Ways Attorneys Help Business Owners Through a Sale
Having an experienced team of advisors is critical to the sale process for any business owner.
Exit Options for Business Owners
Business owners who are seeking to sell all or a part of their business have options available to them both inside and outside of their company.
The Importance of Proactive Estate Planning When Preparing a Business for Sale
Estate planning and exit planning generally share common goals around financial security, tax minimization, and providing for people…
Are You Ready to Make an Ownership Transition?
A transition of company ownership, whether internal or external, is a complex process.
Volatility Drives Estate Planning Discounts Higher
If business owners didn’t already have enough reasons to make estate planning moves before the end of the year…
How to Handle the Risk of Future Changes to Gift and Estate Tax Policy:
Why Business Owners and Advisors Should Prepare Now
…although business valuations are still somewhat soft, the focus has shifted more towards the extreme uncertainty…
There May Never Be A Better Time to Transfer Wealth to Your Kids –
But is it the Best Thing for Your Family?
This may be as good as it gets. When it comes to transferring wealth to the next generation, family business owners may never again…