Why Women Should Be the Captain of the Estate Plan – 10 Steps to...
March 1, 2007 - Statistically speaking women outlive men, which means wives are often left to deal with all of the issues associated with transferring wealth. What then are the key issues that need to be addressed? There are 10 steps that the woman, as the likely surviving spouse, should help orchestrate:
Securing the Future of Your Business – Business Succession Planning is Key
February 1, 2007 - Dear Business Owner or Heirs: On behalf of the United States Government, thank you for giving us your business. We appreciate you not making any better plans to distribute the wealth you worked for so many decades to accumulate. We'll do our best to spend it wisely. Sincerely, The Government
Understanding Long-Term Care Insurance – The Over-Looked Fringe Benefit
April 1, 2006 - One of the most tax-advantaged benefits for corporations and their employees today is Long-Term Care Insurance (LTCI). Most people are aware of the personal reasons for having this kind of protection, but they may not be aware of the corporate advantages.
What is Your Exit Strategy?Start Planning Now and Avoid Landmines Later On
March 1, 2006 - Exit strategy means many things to different people. It can mean retirement. It can mean a sale of your business. It can also involve death or disability. In this article, I will focus on retirement.
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