The Importance Of Current & Effective Documents
One of the questions we regularly ask clients is “do you have an up to date will?” The most common response is an admission that
One of the questions we regularly ask clients is “do you have an up to date will?” The most common response is an admission that
At Predictable Futures, we help businesses every week working through the challenges of transitions of ownership and leadership. Still, when it is our own business,
One of the common challenges most businesses experience is planning for leadership transition. When this is complicated by an accompanied ownership transition, the issues can
A valuable question for a lawyer to ask to assist a succession or estate plan is “what are the goals you hope to accomplish through
One of the questions we regularly ask clients is “do you have an up to date will?” The most common response is an admission that
I recently listened to a retirement planner who asked the group what they thought “retirement” actually meant. He let us discuss a variety of ideas,
After the past 30 years, we have noticed when a business family is struggling these features appear
A list of 10 things we have discovered over the last 30 years of advising business families
There is an old story in our profession about an 86 year-old founder, who one day call his (64 year old) son into his office,