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Doing It Right For Family And Business

I’m sure you’ve heard it before, but I want to say it again. Succession Planning cannot begin too early.

The Family Trust: A Misnomer

although the traditional family trust provides great tax and other benefits, one of its drawbacks is that it does not encourage the next generation to learn about the rights and responsibilities of share ownership

Primogeniture No More

Times have changed and the rules of primogeniture no longer govern how families transition assets.

Can the senior generation keep its authority and still allow succession to happen?

By replacing parental/presidential authority with a mentoring role, you can have your cake and eat it too.

Transition Planning for Success

How do I maximize the benefits and minimize the impact of the transition? How soon should I start to prepare my company? My family? Myself? What needs to be in place for a successful transition?