Month: May 2012

5 great tips for “peace of mind”

5 great tips for   “peace of mind”1.   Execute a will. Estate planning isn’t just for the wealthy. As adults, we all NEED an estate   plan. Your will specifies what happens to your property when you die. This…

What to consider in choosing a successor for your business

Studies show that only 30% of family businesses survive the transition from the founder’s generation to the next generation. Of the companies that weather such transitions, less than half successfully transfer the business to a third generation. Such statistics demonstrate…