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Business Owner Succession and Exit Planning

One of the most overlooked areas facing a business owner is the Succession and Exit Plan. The right succession and exit strategy is dependent on several factors which are unique to each business owner and their family needs.

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Strategic Philanthropy

Philanthropy begins at home nurturing family values that foster a generous next generation. Strategic Philanthropy helps you plan proactively and efficiently where your dollars are going.

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Divorce Process

Which Divorce Process will get you divorced with the least amount of cost, complexity & conflict?

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Social Security Considerations for Divorce

In general, a married individual is eligible for Social Security benefits based on their spouse’s earnings. In the case of divorce, Social Security Considerations for Divorce details the benefits you may still be eligible for based on a former spouse’s earnings.

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Post-Divorce Financial Checklist

Time to put the finishing touches on your divorce settlement. The Post-Divorce Financial Checklist is a good final check before starting the next chapter of your life.

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Divorce Important Documents

Here is a comprehensive list of all the Important Documents you want to have available for your professionals when you first interview them.

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Spouse In The Loop

One of the greatest threats to the survival of a business is a lack of proper planning and communication. Unexpected things can happen, so it is essential to be prepared. Spouse In The Loop guides you through steps to plan proactively so your spouse can face the future with confidence.

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Questions For Interviewing Divorce Attorneys and Financial Professionals

Choosing the right professionals to guide you through your divorce is one of the most important divorce-related decisions you’ll make. Be sure they are experienced in the area of divorce. Ask potential divorce attorneys and financial professionals the following questions to help you determine if a professional has the right background to handle your divorce. […]

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Divorce Expense Worksheet

Divorce is a huge project that may last years. While gathering all the required information can be a daunting task, the Divorce Expense Worksheet can help you understand and organize your numbers.

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Top Financial Mistakes Divorcees Make

No matter how many books you read, or how many people you talk to, there will be things you wish you would have handled differently. Here are a few of the most common mistakes divorcing individuals make.

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Two Simple Steps For Financial Professionals To Close Their Next Deal

Close Your Next Deal by Considering an Owner’s Wealth Management Needs offers two simple steps to get started in building a relationship with the owner.  This article originally appeared on Middle Market Growth magazine’s website June 27, 2018.

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Strategies For Managing Your Money Amid Tax Reform

For strategies to consider when managing your personal finances, read To Manage Your Money Amid Tax Reform, Channel Your Personal CFO. This article originally appeared on Middle Market Growth magazine’s website November 30, 2017.

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