What’s the Recipe for Family Gifting Success?
It’s a special blend of love, prudence, and life insurance
Family Business Succession
Giving Back
Donating and redeeming private corporation shares Successful entrepreneurs and other wealthy individuals are increasingly looking at methods of “giving back” to society. Many donors choose… Read More »Giving Back
Family Business Planning Strategies
33% Transition to the Second Generation If you are an owner in a family enterprise, there are challenges with your business transitioning successfully to the… Read More »Family Business Planning Strategies
Financial Planning in the Family Business: When Crisis Strikes Are You Ready?
In the aftermath of a personal tragedy, would your family business have their financial planning ready for an orderly transition? “We were forced to prepare… Read More »Financial Planning in the Family Business: When Crisis Strikes Are You Ready?
Estate Planning – We Know We Need It, But How Do We Get Started?
If you don’t have an estate plan in place, you’re not alone. About half of family firms don’t have a formal estate plan in place.… Read More »Estate Planning – We Know We Need It, But How Do We Get Started?
Family Business Succession, Estate Equalization and Wills Variation Act
When dealing with the estate planning of a family business it is particularly important to consider the issue of estate equalization. One of the common… Read More »Family Business Succession, Estate Equalization and Wills Variation Act