by Christine | Jan 7, 2014 | Estate Planning |
With the new year comes new "incentive" to improve your life and becoming more organized, which could include "cleaning up" your closets or "cleaning up" your legal affairs. Many of my clients who have made the pledge to organize and...
by Christine | Jan 7, 2014 | Beneficiary Designation, Estate Planning, Individual Retirement Accounts (IRA) |
If your beneficiary designations are out-of-date, when you die, your assets could go [to] the wrong people – a former spouse, for example – no matter what your will says. Often, the biggest mistakes we can make when it comes to our estate planning are also...
by Christine | Jan 6, 2014 | Estate Planning |
For many people, estate planning is both a private matter and morbid topic – not something that parents want to discuss with their adult children. While having such conversations takes a lot of courage, families that speak freely about these delicate issues can...
by Christine | Jan 3, 2014 | Business Sale, Estate Planning, Small Business |
While your goal might be to attract the most qualified buyer that will pay the asking price and lead the company on a path of continued success, it is what you expect of your life post-sale that should constitute how you execute the deal. Done right, a business...
by Christine | Jan 2, 2014 | Estate Planning, Family Business, Small Business, Succession Planning |
To ensure your exit goals are met and your family relationships remain intact, it's important to clarify the family succession process right from the start. When you are a family business owner looking to pass the torch, the business is typically your greatest...
