Many of the pitfalls of the estate planning process are avoidable by ensuring that you and your spouse are aware of, as well as aligned on, these five main components of a plan.
Many entrepreneurs overlook an appealing option — selling the company to key employees through an employee stock ownership plan (ESOP).
For many retirees and pre-retirees, the most common choice when downsizing is to sell their property, but there's much more to consider when making this decision, especially if your home represents a significant portion of your wealth.
In this informative panel discussion, our experts share their thoughts on the investment outlook for 2019 with emphasis on three key sectors: Internet, entertainment and real estate.
The first phone call you decide to make when your business comes into a large sum of money could determine whether the money continues to grow or if it disappears as quickly as it came in.
If you are making a big transition, such as going from a full-time career to business ownership, it's smart to identify and use a personal advisory board.
Whether you're just starting out or thinking about retiring in the next few years, you need to consider the best steps to mitigate tax burdens for yourself and your successor.
While you may have put a lot of thought and effort into preparing your financial portfolio, many people neglect the psychological aspect of planning for their future.
Even at the highest level of management, there's something you need to progress to the next stage of your professional life: leadership skills.
Family business owners should start planning at least five years in advance to help ensure a successful transition.
Proper planning is even more important for later-in-life parents who look to leave the workforce around the same time that their children head to college.
Having an exit strategy is vital both in terms of continuity of the business and in terms of your personal financial and retirement planning.
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