Tag: legacy

Conversations Clients Want The Most, Part 2 – Estate Planning

Financial Planning  |   September 25, 2018  |  
Ryan Halls

Situation: Estate Planning in the New Tax Environment One of the most valuable financial planning topics for high net worth individuals is estate planning. Establishing an estate plan can significantly preserve wealth, improve flexibility, and maintain control over what you leave to your heirs and to charity. With Congress passing the Tax Cuts and Jobs […]

Conversations Clients Want The Most, Part 1 – Strategic Philanthropy

General  |   August 24, 2018  |  
Ryan Halls

Situation: Purposeful Giving Many high net worth investors and business owners are searching for purposeful, strategic ways to give back but can’t seem to find the time or the right organization matching their objectives. What are the right causes to support?  The possibilities can be overwhelming. Many of us find ourselves conflicted on the why, […]

What Are Five Important Questions You Should Answer for a Successful Business Succession?

Financial Planning  |   May 21, 2018  |  
Mike Sanders

It’s hard for most entrepreneurs to imagine life without the company they’ve founded, the product of years, even decades of hard work and sacrifice. Yet today, when more than half of small business owners are over the age of 50, according to a new study by Babson College, it’s more important than ever to have […]