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…
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What Sets Us Apart
In any family business, conflicts and disagreements can erupt between family members for any number of reasons, or for no reason at all. One of the most predictable reasons for…
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. …
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…
