Estate Planning

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Estate Planning: Appropriate Holiday Dinner Discussion

“I think holidays create so much pressure because people feel they should be having a good time. But you shouldn't.” ― Craig Ferguson We’re well into the most wonderful time of the year. If you having just too good a time, allow me to make a very necessary and...

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Lets Talk T&E

Good plans shape good decisions. That's why good planning helps to make elusive dreams come true. -- Geoffrey Fisher Question: When is the best time to start or update your personal estate planning and business succession plans? Answer: Now. “Always” is also an...

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The Buy-Sell As Part of Your Exit Plan

Every exit is an entry to somewhere else. -- Tom Stoppard Last week we discussed the importance of drafting a will or trust and exit strategy as part of your business plan and that the Purple Rain will fall on you if you don’t plan for your eventual exist from the...

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Why You Need a Will and an Exit Plan for Your Business

“Death is a very dull, dreary affair, and my advice to you is to have nothing whatsoever to do with it.” - W. Somerset Maugham Prince was a great artist and apparently was worth an estimated $300 million. An integral part of that came from his publishing company and...

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