The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.