Advocacy, Passion, Results

Our Blog

Estate Planning Review

How Should I Plan to Sell My Business?

According to the Exit Planning Institute of Ohio, recent studies show that over 60% of the current U.S. business market is owned by baby boomers (those born between 1946 and 1964), who are ready to exit or transition their business over the next 10 years.

Read More
Family LLCs

What Do I Need in My Estate Plan?

An effective estate plan uses a collection of documents and teamwork to protect one’s assets and personal property. An effective estate plan also explains and carries intentions of how to pass control down to successors in the event of your absence.

Read More
Business Succession Planning

What Is Family Business Succession Planning?

Studies have shown that the number of family businesses owned by second generations and third generations dramatically decline for a number of reasons. One large reason is the lack of business succession planning for the family business.

Read More
Estate Planning Review

When Should Succession Plan Be Used?

We currently have the highest estate tax exemption and the lowest intra-family interest rates in history. That combination alone is significant, but when mixed with the potential for lower estate and gift tax exemptions and depressed business valuations, you have a potent catalyst for transitioning ownership.

Read More

Recent Posts

Join Our eNewsletter & Blog Digest

Book a Call With Us Today!