A charitable planning primer to maximize benefits
The 4:8 Group’s Bob Bove on how a wealth adviser can help maximize charitable giving efforts for both you and the recipient organization.
The value of multigenerational family meetings in passing on wealth
The 4:8 Group’s Bob Bove on why family meetings are critical when transferring wealth.
How family trust companies compare to other trustee structures
Clearstead Advisors’ Cindy L. Steeb on the FTC structure as a means of protecting and controlling family wealth across multiple generations.
How a family constitution can help protect wealth across generations
Planned Financial Services’ Frank Fantozzi on creating a constitution to help ensure clarity and transparency in the preservation of multigenerational wealth.
Owner preparedness for life without your business
Planned Financial Services’ Frank Fantozzi on how to prepare to step away from your business and be well-positioned for the next phase of your life.
Failing to plan for a transition could put you out of business
Planned Financial Services’ Frank Fantozzi on the important role a buy-sell agreement plays in alleviating uncertainty and simplifying the transition between business owners.
Key factors for creating a successful company retirement plan
Planned Financial Services’ Frank Fantozzi on how a strong corporate retirement plan can help attract and retain employees, while also benefiting owners.
How to prepare your business — and yourself — for a sale
Planned Financial Services’ Frank Fantozzi on how a Certified Exit Planning Advisor (CEPA) can help you and your business prepare for a successful exit.
Develop a business strategy now to ensure maximum value at sale
Planned Financial Services’ Frank Fantozzi on how to create an exit strategy and the importance of starting now.