Estate Planning for Small Business Owners
Family businesses that manage to survive generation after generation leave not only a family legacy, but also the potential for tremendous wealth.
Family businesses that manage to survive generation after generation leave not only a family legacy, but also the potential for tremendous wealth.
You’ve been working for it your whole life: a happy retirement. No more morning commutes, clocking in, budgeting vacation days, or meetings that could have been e-mails. For most people, letting go of your professional life means starting an entirely new lifestyle.
Your charity of choice should be aligned with your values and the way you believe a charity should be run, and be legitimate. Let’s talk about how to vet a charity to make sure it’s valid and genuine.
Did you know there are different tax buckets your retirement investments can go into? The buckets you choose will have big implications both now and later. And when it comes to retirement tax planning, diversification is key.
Although it’s difficult to think about, preplanning your funeral will help ensure your wishes are honored.