In all three cases—business, art, and real estate—the owner retains control and enjoys tax benefits. Succession planning is a multifaceted challenge requiring careful consideration of various ...

When clients see the tangible benefits of preserving their wealth and legacy, they are often more willing to engage in these ...

Succession planning is a priority in the utility industry as an aging workforce, changing technologies, and turnover reshape ...

Cultivating Strong Indiana Farm Families through the Succession Planning Process by Providing Educational Opportunities and Current Resources The Purdue Succession Planning Team, comprised of ...

Many of these failures result from a lack of succession planning. According to the Exit Planning Institute, 78% of businesses have no transition team, and 83% have no written transition plan.

Succession planning is crucial to ensure that your ... Federal workers have a constellation of retirement benefits, and assessing them can get complicated fast. Here are five high-stakes decisions ...

In their presentation, “Taking Care of Business: New Approaches to Business Succession Planning,” at the 59th ... There’s a sense that businesses should benefit employees and have a lasting ...