By Sarah Duey
One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent.
By Paul West
There are many things to consider as you think about the future of your business ownership: When is the right time to move on? How much money will I need? How do I even sell this business? These questions dovetail into an important decision you’ll try to make early in the process of plannin …
By Paul West
As a business owner, you’re likely used to having as much control over how the business functions as possible. You’re the go-to person for big decisions, and you own the consequences of those decisions, whether they’re good or bad. This attitude is often good and sometimes necessary for the …
By Paul West
Many business owners support their families through their businesses. If something were to happen to you, such as a sudden death or permanent injury, it may affect both your business and the lifestyles of the people who rely on you. Here are three things you should consider when planning fo …
By Paul West
As a successful business owner, you know that your business has value. It likely supports you and your family’s lifestyle. It provides a paycheck and perhaps benefits to the people you employ. The products or services you provide are meaningful to your clients. But if someone asked you how …
By Mark Petersen
By the very name, the SECURE Act – or Setting Every Community Up for Retirement Enhancement Act – is designed to enhance retirement savings. There are several provisions in the new law to help accomplish this goal.
