Valuable questions to Ask!
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
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
Deciding who leads the company next (whether in the first chair or a supporting role) is a key responsibility of the current company leadership and
Most successors I meet are more than ready to go. Generally, they are even somewhat frustrated by the hesitation of the Founder to get out
Mechanisms For Family Buy In Recently we held a first Family Council for a business transitioning between generations 2 and 3 (with the Founder still
Entrepreneurs looking to transition their business – whether to the next generation, non-family management, or via sale to an outside party – need to consider
Entrepreneurs generally don’t like to think about mortality – especially their own. I recently had a situation that brought this home in a personal way.