Many people never consider this question. But the idea of leaving a meaningful legacy is often the most satisfying accomplishment in life. Whether inspired by a defining childhood moment, a…
What Sets Us Apart
Many people never consider this question. But the idea of leaving a meaningful legacy is often the most satisfying accomplishment in life. Whether inspired by a defining childhood moment, a…
When owners begin to create their exit plans, they need to answer three critical questions. 1. When do you want to leave your company? 2. Who do you want to…
Too much money rarely ruins heirs, it’s too little character. However, you may want to set your legacy planning up to incent your heirs to lead productive and respectable lives….
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. …
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…
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,…
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…
Press Release: 09-03-2010 Media Contact: Marissa Hopkins, marissa.lynn.hopkins@gmail.com WealthPoint, LLC, a leading provider of succession, legacy, and life insurance planning to high net worth clients throughout the United States, has…