Estate planning is an important process that involves more than just managing wealth; it encompasses decisions that impact an individual’s assets and liabilities both during their lifetime and after death. While many may associate estate planning with the wealthy, it is a valuable tool accessible to everyone. This comprehensive post, adapted from an Investopedia article […]
Author: Tim O'Brien
Do You Have a Business Succession Plan in Place?
I enjoy working with small business owners. As a small business owner myself, I appreciate the responsibility that owners take on, whether it is to your family, your clients or customers, your team, and any partners you may work with. Many businesses are not sufficiently liquid to keep the company going and the owner’s family […]