In our experience many business owners and entrepreneurs feel that they cannot devote enough time to their legacy and business succession planning because of a hectic business and social schedule. …
Read More
What Sets Us Apart
This is a complicated question. We work with clients who own privately held companies and focus on the issues of family ownership, control, active and inactive siblings, as well as…
For Immediate Release Media Contact: Chris Fiscus (602) 254-7312; ChrisFiscus@mosesanshell.com PHOENIX, January 18, 2011 – WealthPoint, LLC, a leading provider of succession, exit and wealth transfer planning to affluent clients throughout the…
Some family business experts say that a family business should never be passed down to the hands of the children. They argue that the children are never as motivated or…
For Immediate Release Media Contact: Marissa Hopkins, (480) 217-2909; marissa.lynn.hopkins@gmail.com PHOENIX [Oct. 13, 2010] – WealthPoint LLC, a provider of succession, legacy and life insurance planning to high wealth clients…
Everything you ever thought about life insurance agents and their compensation is probably true. The industry is full of agents who take maximum compensation on policies they sell. Very few…
Minority Leader McConnell (R-KY) and Sen. Grassley (R-IA) Introduce Bill Including $5 Million Estate Tax Exemption With 35% Marginal Rate, Reunification of the Estate and Gift Taxes, Portability, and Opt…
Fighting siblings at home is annoying and tiresome, as any parent will testify. But sibling rivalry in a business can often be downright destructive. When looking at siblings working together,…
Members of Congress are back in legislative session this week after their lengthy summer recess. A plan to reinstate the estate tax has yet to take shape, but the upcoming…
The decision of whether or not to go into the family business is important to you, the family and to the business. It’s crucial that you make the decision based on…
