You should be making educated decisions for your situation, not putting a generic plan in place. By doing this you are protecting your assets, learning about your options and likely growing your own portfolio for your use. By working with me, you are engaged and empowering the people that you will need in the future. Your family members and your assets are defined by you, and as such your Estate Plan should be defined by you. Take the time to make sure your plan will work when you need it. Let's get started.
Helpful articles to get you thinking about your own situation.
Measurable goals with good Accounting systems and procedures will help you grow, build a business with a legacy, and get your affairs in order to enjoy life. I want to help you grow your business to plan your exit, protect your family and leave a legacy.
By being prepared for the first meeting, the working relationship will include the strategy, how you will communicate and work, and help keep the costs and fees in check.
Planning prepares you and your loved ones for possibilities that you did not expect. Putting your estate planning in order is not only about handling things at your death, but in the event you would need someone to step in temporarily or permanently to make decisions.
Many Owners will be selling their businesses in this next year. Many of these owners will need to finance these transactions because they did not plan for the Sale of their Business, and a Bank will not provide full financing for the sale. This will mean they will hold the loan on the busines...
Are you and your business in need of an advisor that will work through the year with you, and move you to where you wish to be. It's not easy, and it is not predictable, but by setting a strategy, reviewing it, and discussing it with your team of advisors, you will be farther along and closer to your goals.