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 ...

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

A farmer and marketing expert says farm families should start their succession planning sooner. “Ultimately, it’s never too ...

Suffolk and north Essex farmers are turning their attention to succession planning after the government's decision to impose inheritance tax on farms.

This is all to say that when it comes to succession outcomes, we would rather see families go through thoughtful planning and frank ... save now to protect against benefit cuts later.

Benefits are not treated as taxable income ... The most effective strategies will integrate protection, tax efficiency, and succession planning into a comprehensive approach that safeguards ...

While the show was riveting, the truth is that Succession glorified poor business succession planning. If you’re a business owner and tuned in to the show, you were reminded how indecision and ...