The Estate of The Union Season 2|Episode 5 is out now!
The Estate of The Union Season 2|Episode 5 is out now! Happy New Year! To kick off the first episode of 2023, host Brad Wiewel,
January 12, 2023
Protect the Family Business for the Next Generation
Failing to properly plan for disability, death, or the ultimate transition of a family business can lead to disastrous financial consequences for both the business and the family.
December 6, 2022
Include Your Business in Estate Planning
When you own or operate a business, ensuring that this plan accounts for the future of the business is critical.
October 19, 2022
Business Owners need an Exit Strategy
You spend a lifetime building your business, so it’s crucial to have a game plan when it’s time to leave. Being prepared will help optimize the transition from a financial and tax perspective.
September 12, 2022
How to Separate Business and Marital Assets
No one enters a relationship — be it personal or business — thinking it will fail. However, what happens when it does?
August 29, 2022
Business Interests are better Protected by Trusts
No matter what industry you might be in, what your long-term goals might be, or how your business is structured, you know that you need to be planning for the future.
July 26, 2022
Advantages to Establishing a Business Trust
Trusts could be an incredibly powerful tool to help business owners protect their business and reach their wealth goals.
July 18, 2022
Succession Planning can Protect Family Legacy
While 88% of business owners believe their family will control their business in five years, statistics from Family Business Institute show that only 33% of businesses survive to transfer to the next generation, and only 10-15% continue to the third generation.
April 25, 2022
Ways to Avoid a Succession Fight
In coming years, millions of Baby Boomers — those born between 1946 and 1964 — are expected to retire in the U.S. In fact, by some estimates nearly a quarter of this country’s population will be aged 65-or-older within a few decades.
January 13, 2022
Small Business Owners need Estate Planning
Small business owners have their hands overflowing with issues, and they devote most of their time to matters related to the smooth running of the business. Having no time to think about other matters, they do not bother about estate planning for them.
October 28, 2021