As a business owner, you’re likely the most important person in your business. You’re probably the breadwinner for your family. Your employees rely on your leadership and success for their […]
Working backward: Three questions to ask about your planning
Do you remember trying to solve a complex maze as a child? You’d start at the beginning, trace a line toward what you thought was the correct path to the […]
How Trusts Allow You to Take Care of Those You Love
Trust is the foundation of love and one of the key elements of what binds families together. A financial trust can function much the same, helping you to care for […]
What Business Owners Assume About Financial Planning Hurts Them
One of the most important goals of Exit Planning is to position business owners for post-exit financial security. To do that, business owners and their advisors must have several pieces […]
Death Can Ruin Your Plans
Imagine building your business over several decades, beginning to plan your business exit, then dying unexpectedly before you can implement your plans. Business owners rarely think about how an unexpected […]
Why You’ll Need an Advisor Team
Exit Planning can be complex. Between setting your exit goals and transferring your business, you’ll attempt to build business value, find an appropriate successor or buyer, navigate perplexing tax implications, […]
Property Planning for Your Home and More
WHAT property do you have? WHY do you want to transfer it? WHO do you want to receive the property? WHEN do you want to transfer it? HOW do you […]
Charitable Giving: Not a One Trick Pony
The beginning of a new year presents an opportunity for investors to recalibrate and review their goals. Often among these is a renewed endeavor to give back in a charitable […]
Retirement Savings Checklist for 2018
When people make their resolutions for the new year, money is one of the most common themes. Whether it’s paying down debt, increasing savings, deciding to start a business or […]
3 Planning Points for Loved Ones
Originally published in the Knoxville News Sentinel Since I have been writing about my journey with my parents, I thought I would continue on the path of things we all […]