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Be Prepared to Transfer the Family Business

Be Prepared to Transfer the Family Business

Many family-business owners aren’t sufficiently prepared to transfer their businesses. There are several reasons why business transition planning is critical for business owners who want

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Don’t Horse Around with Estate Planning and Your Stable

Don’t Horse Around with Estate Planning and Your Stable

There’s no one-size-fits-all approach to estate planning. These are personal decisions you should make after carefully weighing all of the options with a qualified attorney.

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Make Certain Your Dynasty Succeeds After You’re No Longer in Power

Make Certain Your Dynasty Succeeds After You’re No Longer in Power

The Yakima Herald article, "Passing the baton: 6 challenges for family business succession," says that maybe one reason family dynasties are of interest is that

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Estate Planning Ideas to Help Business Succession

Estate Planning Ideas to Help Business Succession

The Huffington Post says in "5 Things Estate Planning Can Do for You and Your Business," that co-owners, family members, and ex-spouses can suddenly come

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Think About What’s Next for Your Business

Think About What’s Next for Your Business

"What Are the Essentials of a Business Succession Plan?" Small business owners will devote much of their time to growing their businesses, but frequently they

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A Business Transfer Needs Planning, Just Like Your Estate

A Business Transfer Needs Planning, Just Like Your Estate

Business and asset owners (including farming operations), at some point in their career lives, must ask the eternal question, “What happens when I’m gone?” Answering

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IRS Eyes Estate Tax Changes for Wealthy

IRS Eyes Estate Tax Changes for Wealthy

The IRS wants to sharply curtail a favorite tax benefit affecting family partnerships and LLCs. The U.S. Treasury Department is zeroing in on new regulation

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Keeping Control of Your Business

Keeping Control of Your Business

An advisor team for a multi-generation family business was reviewing some estate planning documents and discovered that the fourth generation (at the time, children and

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Planning Your Family Business Legacy / York, PA

Planning Your Family Business Legacy / York, PA

These two experiences taught me a lesson about family businesses. Making a family business a family legacy takes planning and preparation. While each family business

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Planning Your Family Business Legacy in York, Pennsylvania

Planning Your Family Business Legacy in York, Pennsylvania

These two experiences taught me a lesson about family businesses. Making a family business a family legacy takes planning and preparation. While each family business

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