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  • Home
  • Start Here
    • Becoming a Client
    • Our Story
    • Our Approach & Values
    • Meet the Team
    • Client Testimonials
  • PROTECT MY FAMILY
    • Estate Planning
    • Wills and Trusts
    • Power of Attorney
    • Deeds & Real Estate Transfers
  • Specialized Planning
    • Minor Children
    • Special Needs Trusts
    • Asset Protection Planning
    • Irrevocable Trusts
  • Elder Care
    • Long term Care
    • Medicaid (ALTCS)
    • Guardianship
  • Probate
    • Do I Need Probate?
    • Avoiding Probate
    • Trust Administration
  • Business Planning
    • Business Formations
    • Business Succession Planning
    • Operating Agreements
    • Employment Agreements
  • Resources
    • Estate Planning Blog
      • Estate Planning
      • Elder Law
      • Probate
      • Business Succession
      • Guardianship
    • Videos & Recordings
    • Seminars & Webinars
    • Free Estate Planning Masterclass
    • Educational Library
    • Estate Planning Resources For Professional Advisors
    • FAQs
    • Media Room
  • Contact Us
    • Schedule Strategy Session
    • Office Locations

Category: Business Succession

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Why Communities Want Small Businesses to Have a Succession Plan in 2024
Asset Protection

Why Communities Want Small Businesses to Have a Succession Plan in 2024

Succession planning is elemental for small business owners, much like estate planning is for anyone with assets. Owners should have a plan ahead of retirement if they become incapacitated or pass away unexpectedly.

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May 20, 2024
Why Estate Planning Is Essential for Small Business Owners
Business Succession

Why Estate Planning Is Essential for Small Business Owners

Your business, likely your most valuable asset, deserves careful consideration within your estate plan to ensure a smooth transition of ownership and management in the event of incapacity or death.

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April 30, 2024
How Do You Plan a Business Succession?
Business Succession

How Do You Plan a Business Succession?

Losing the founder or long-time owner of an enterprise can leave the business adrift and shatter family relationships. However, it doesn’t have to be that way.

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February 21, 2024
Using Living Trusts to Protect Your Business Assets
Business Succession

Using Living Trusts to Protect Your Business Assets

Business owners work hard to build their assets and establish their companies. Therefore, it’s essential to ensure that these assets are protected for the business’s continuity and the owner’s peace of mind. One way of safeguarding these assets is by utilizing a living trust. This article discusses how a living trust can protect your business assets. What Is a Living Trust? A living trust is a legal entity created to hold assets, often for the benefit of certain individuals. It’s called a “living” trust because it’s established while you’re alive, unlike a testamentary trust, which comes into effect upon your…

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January 3, 2024
Navigating Estate Tax Planning
Asset Protection

Navigating Estate Tax Planning

Navigating the intricacies of your financial legacy can be a daunting task. Understanding the nuances of the estate tax and implementing robust estate tax planning strategies can ensure that your beneficiaries enjoy the fruits of your labor without being overburdened by tax liabilities. What Is Estate Tax and Who Is Subject to Estate Tax? The estate tax, often called the death tax, is a tax levied on the total value of a person’s estate upon their death. If the estate exceeds certain thresholds, it becomes subject to federal estate tax, potentially diminishing the wealth passed on to heirs.

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December 25, 2023
How Estate Planning Transfers Business Interest with Limited Liability Companies
Business Succession

How Estate Planning Transfers Business Interest with Limited Liability Companies

An LLC is a particularly flexible form of business entity that is governed by statute and most often is organized in the estate planning context as a ‘manager managed’ LLC.

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July 12, 2023
Protecting Assets with a Trust vs. Limited Liability Company
Asset Protection

Protecting Assets with a Trust vs. Limited Liability Company

To protect assets effectively, you have to store them in the right legal entity. However, that can depend on whether you’re looking to protect business assets, avoid estate taxes, or protect personal assets from legal liability while running a business.

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May 26, 2023
Do Trusts Help with Succession Planning?
Asset Protection

Do Trusts Help with Succession Planning?

Most estate planning starts with a will. The legal document covers what to do with your assets and provides important direction on the care for minor children.

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April 25, 2023
How to Plan a Business Succession
Advanced Directives

How to Plan a Business Succession

A frequent complaint by next-generation members is that the senior generation never fully lets go of business tasks.

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February 16, 2023
How to Transfer Business to the Next Generation
Asset Protection

How to Transfer Business to 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.

Read More »
December 22, 2022
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Gilbert, AZ 85296

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