Elder financial abuse, scams on the rise in the Tri-Counties
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Chien: Myths about business succession
By Chia-Li Chien Anyone can start a business, but maintaining a successful business requires careful and deliberate actions. Successfully cashing out is even harder. Peter started his restaurant business with three partners 20 years ago. BG Inc. is located in a quaint New England town that has a great reputation. Peter is approaching 70. He Read More →
Patel: Time is ripe for succession planning
By Jasleen Patel In order to manage your winery properly, you likely wear many hats to ensure the business runs smoothly. This includes planning new promotions, tours and shipping deadlines across the country. With all of these stressors, it can be hard to look beyond the next day, let alone the next year. But have Read More →
Op/ed: Caring for Fido after you’re gone – should you set up a pet trust?
While not many people have $12 million, or even $2 million, to leave in trust for the care of their family pet, rest assured there are a number of excellent options available for the care of your furry family member when the time comes.
Op/ed: How family businesses can beat the succession odds
By John Ambrecht on October 4, 2013 The drive to survive — one of humanity’s strongest, most basic instincts — has become both friend and foe to family businesses in the Tri-Counties. While it has created mega-wealth for many, it has also led to the loss of significant family fortunes when power-holding parents pass away Read More →
Op/ed: Estate planning lessons from a Soprano
This estate plan raises several issues relevant to many people in America — even those without estates the size of Gandolfini’s.
The forgotten piece of the financial pie
A will doesn’t avoid having a court settle out your estate in California if the estate is above $150,000.
