4/15/17 | WealthCounsel Quarterly | Daniel B. Capobianco, JD, CPA Introduction Why do so many businesses fail after the first generation? Often the owners fail to develop a comprehensive strategic vision to address basic issues of ownership, succession planning (both management and ownership), and estate planning. This article focuses on important non-tax aspects of business succession planning, as well as…
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It’s Planning Season For each season, there is planning that you must do on the farm. To be successful, this planning must be done thoughtfully and in advance. Your life is no different. To properly plan for the next season in your life and the lives of your family, a well-executed estate plan is a must. Below are a few…