Succession Planning for Business Owners

For many years, you’ve been the captain of your ship. Running your own business hasn’t been easy and success was never guaranteed. Retirement planning is the next uncharted water for you, and there’s no one-size-fits-all map. Ultimately, when you own your own business, you must create your unique retirement strategy. This means setting up a succession plan [...]

By |2022-07-11T22:29:12+00:00June 15th, 2022|Business Owners, Estate Planning, Financial Planning|Comments Off on Succession Planning for Business Owners

Taxes and Estate Planning

If you’re a business owner and know you eventually want to retire, make sure you understand how passing down or selling your business works. Business sales are increasing as more Baby Boomers retire and the potential for changes to the tax code may be partially driving the trend. As a business owner, it’s important to [...]

By |2022-07-11T22:29:21+00:00March 8th, 2022|Business Owners, Estate Planning, Tax Strategies|Comments Off on Taxes and Estate Planning