Business succession planning: Estate equalization through life insurance

When it comes time to plan for future ownership and management of a business, careful consideration about who should receive an ownership stake, how much they should receive and the form in which it ... Read More

Wise Choice Planning Releases Wealth Navigator Rx Framework to Guide Business Owners Through Tax-Efficient Exits

Wise Choice Planning, LLC specializes in crafting defensive asset protection strategies that confront life's financial uncertainties, transforming them into opportunities to empower individuals, ... Read More

5 Lessons Business Owners Can Take Away From the Rupert Murdoch Succession Drama

Choosing the right board of directors can help avoid messy succession battles like the one over Rupert Murdoch's empire. Read More

How small business owners can preserve their legacy and plan ahead

For some business owners, a well-planned sale can serve as the capstone of a career-long journey and ensure their legacy lasts beyond retirement. Whether the goal is to pursue new ventures or maximize ... Read More

Certificate on business owner exits offers advisors skills in growth area

Years ago, the owner of a small insurance firm that was about to change hands came to the law office where Jere Doyle was practicing at the time. The business owner "had the terms written down on a ... Read More