Given my combination of experience (13 years in the home office of a national life insurance company) and expertise (working…
A successful succession plan maximizes the value of the business in order to take care of the people the owner…
One of the critical planning tools a closely held business plan should have is a buy-sell plan. A plan that…
Virtually all of my clients leave property to the next generation through trusts. Generally, these trusts last for the lifetimes…
As I have stated before, when people find out what I do, the most common “cocktail party” question I get…
My last blog post focused on how to build the plan to get from where you are to where you…
The last two posts to this blog have focused on how to build a great plan. First, you need to…
My last blog post talked about the critical role vision plays in building an effective plan. Today’s post focuses on…
Building any successful plan, whether a strategic plan, estate plan, or succession plan, requires capturing a specific vision. The question…
For those of you who have read this blog, you know that the first of the seven deadly sins of…