It is often hard to know where to start when it comes to succession planning. The following documents help family businesses and farm businesses start planning for their future. Estate planning for a ...

Opinions expressed by Forbes Contributors are their own. I'm a global philanthropy advisor and author of Delusional Altruism. In philanthropy, just as in business, the strategic foresight to plan ...

"You need to document any dialogue – it's for everyone's protection and especially for your succession plan." Here is a short checklist for advisors to follow: Create a process and workflows ...