As a business owner, you likely spend most of your days – and many of your nights – thinking about the daily operations of your
Whether your leadership transition is months or years away, there are crucial steps you can take now to prepare for a successful outcome. But successful
For many of you the stress of harvest season is over and now you enter a new season in family business: the holidays! As if
The estate tax exemption doesn’t sunset until the end of 2025. So why worry about it now? Unfortunately, this historically high estate and gift tax
By Jeanne Bernick, Certified Family Business Advisor For many of you, the stress of harvest season is over and now you enter a new season
6 in 10 Americans have a retirement account, while only 1 in 3 have an estate plan. While the majority of Americans see the importance
Proactive planning for the long-term future of your business gives it staying power. The surest way to secure the legacy of a business is to
