White Papers and Articles
Personal
- Analyzing the Cash Flows in Your Financial Plan
- Don’t Wait to Plan Your Retirement
- Financially Savvy Women
- Fine-Tuning Your Entire Portfolio
- How Much Will You Need to Retire?
- Navigating the Top Five Retirement Risks
- Plan Today, for Retirement Tomorrow
- Take a Healthy Approach to Long-Term Care
- Talking Taxes
- The Costs of Living Longer
Family
- A Trust Made for Multiple Marriages
- Checking Up On Your Estate Plan
- Choosing the Right Trustee
- Easing the Estate Tax Burden
- Flexibility and Incentive Trusts
- Holding a Family Meeting
- Transferring Wealth the Right Way
- Wealth Preservation Planning
Business
- 7 Steps to Successful Exit
- 10 Reasons that Businesses Change Ownership
- Exit Planning Inside and Out
- The 23 D’s of Buy-Sell Agreements
- The ESG Pre-Sale Process
- Why Should I Use an M&A Advisor to Sell My Business?
- A Tax-Smart Way to Transfer Ownership – Employee Stock Ownership Plans
- An Optimal Approach for Selling Your Business
- Buy-Sell Agreement Keeps Your Business Afloat
- Buy-Sell Agreements – Taking Care of the Eight D’s
- Considerations on Selling Your Business
- Considering Your Options
- Do You Manage Your Business Like an Investment?
- Forming a Limited Liability Company
- How to Structure Your Business
- Involving the Family Can Be Good Business
- Keeping Your Business Alive
- Key-Person Insurance – Small Business Life Line
- Know What Your Business is Worth
- Minority Discounts – Taking Care of Business
- Protecting Your Business Wealth – Lifetime Strategies
- Retirement Plan Options for Small Business Owners
- Stock Redemptions