Clients often naturally choose their children to be beneficiaries of their revocable living trusts. Many clients also wish to name one or more of their...
Regardless of their specialties, all business owners have a common goal—profitability. But before you can turn a profit, you first have to break even. Spending...
When Marie Archer was diagnosed with a serious medical condition, the scare to her family and business associates extended beyond the expected concern for her...
Tax legislation passed in the mid-1990s limited annual contributions to qualified retirement plans, restricting the ability of business owners, professionals, and key highly compensated employees...
Planning for the transition of the business you have spent many years building is not an easy task. However, taking steps now to prepare a business will...
Business owners are often so busy with the day to day issues of running and growing their companies that the issue of business succession is often overlooked...
Consider this scenario: You’re part owner of a thriving small- to medium-sized business. You handle certain key responsibilities and rely on your partner to handle...