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.
Should You Establish an ESOP at Your Company?
For employees, ESOPs serve as both a retirement plan and an opportunity to share in the collective success of their company.
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…
Preparing for the Future: Understanding the Value of Your Business
Organizational planning is foundational to achieving sustainability and long-term success.
Are You Ready to Make an Ownership Transition?
A transition of company ownership, whether internal or external, is a complex process.
Family Law Considerations for COVID-Era Divorces:
Key Tax, Valuation and Other Financial Considerations
Families have experienced significant changes in 2020 in how they work, learn, shop, visit friends and family, and even get divorced.
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…
