Part 2 of a 4 part series Provided by Ryan F. Barradas and Tim Young In our last article we defined succession and exit planning as a process that facilitates…
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Part 1 of a 4 part series Provided by Ryan Barradas and Tim Young What is succession and exit planning? It’s a process that helps to facilitate one of two events…
PHOENIX, December 20, 2013 – WealthPoint, a leading provider of succession, exit and wealth transfer planning to entrepreneurial family groups and affluent clients throughout the U.S., announced today they have…
For hundreds of years, affluent families have been guided by their advisors to steward their material assets. Attorneys, CPAs, investment and insurance advisors and financial planners all come to the…
The Washington Update from Andy Friedman Roth IRA conversions: Tax rates are likely to rise at year end as Washington considers whether to permit some or all of the Bush…
The Washington Update from Andy Friedman The Supreme Court has now upheld the individual mandate, the controversial part of the health care reform law (The Patient Protection and Affordable Care…
How might a significant increase in the dividend tax rate at year-end affect the values of dividend-paying stocks? In his budget released last February, President Obama changed his position and…
Most successful people have planned for the future of their financial resources through the use of investments, insurance and legal documents. Fewer have tended to the non-financial aspects of planning…
When owners begin to be proactive regarding succession and exit planning or as we call it, business retirement planning, there is one main question that needs to be answered. “When…
One of the most important estate planning decisions is that of selecting a trustee or executor. The choice can be a game changer for how your heirs live with and…
