Business Succession Planning Archives

Do I Need An Attorney To Prepare A Simple Will?

I occasionally get asked if it is really necessary to hire an attorney to prepare simple estate planning documents. Usually, the answer […]

On July 9, 2013, Pennsylvania enacted new legislation that made significant changes to their inheritance tax law by exempting the transfer of […]

One of the trickiest items that we must deal with as estate planners is to help clients transfer illiquid assets. Illiquid assets can include: […]

In 2007, I wrote about the importance of business succession planning. Nothing has changed. Having a clear plan as to how to […]

Some of you may have seen these scary statistics: According to the U.S. Small Business Administration, 90 percent of the 21 million […]