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Category: Estate Planning

February 23, 2022Business Legacy, Estate Planning, Exit Planning

The Biggest Issues Family Business Owners Face When They Retire—Interview with Lee Kantor of Business Radio X

Earlier this month, Lee Kantor of Business Radio X interviewed me about the issues of retiring as a family business owner. The […]

December 22, 2021December 22, 2021Business Legacy, Estate Planning, Exit Planning, Financial Planning, Retirement

Retiring as a Family Business Owner—Interview with Fred Coon of CS&C on The US at Work

Last year, Fred Coon of Stewart, Cooper, and Coon interviewed me about the issues of retiring as a family business owner. Click […]

July 15, 2021December 21, 2021Estate Planning, Exit Planning, Financial Planning, Retirement

Why Should I Align My Estate, Financial, and Business Retirement Plans?

A Successful Business Transition When you start to plan your retirement from the business you have worked so long and hard to […]

April 4, 2021December 21, 2021Estate Planning, Exit Planning

Successor to Your Family’s Business? What You Need to Know!

Baby Boomers are retiring in ever-increasing numbers—10,000 per day by one estimate! Many of these Boomers are retiring from a business they […]

February 26, 2021December 21, 2021Estate Planning, Retirement

Estate Planning—Isn’t a Will Enough?

The short answer to this question is, “No; having just a will isn’t enough!” As a family or small business owner, you […]

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