Posts Tagged ‘Succession Planning’
Lion Dad Book Review
Lion Dad At Freedom Fest 2022 in Las Vegas, I was a speaker along with Steve Forbes, Ben Stein, Sen. Rand Paul, John Cleese, and many others. While there, we met with one of our clients, the author of Lion Dad (Nudge Your Cub into a Top 100 College Today, Including the Ivy League: What…
Read MoreChild Free Estate Planning
Child Free Estate Planning Made Simple Mary has done well, and is living well. She has no children, and wonders about what kind of estate plan she might need. Because she has no children, she knows that if she does nothing, her estate will largely go to the IRS and the state where she lives.…
Read MoreLottery Winner Now What
I Won The Lottery, Now What? We have represented many lottery winners over the years. If you are a lottery winner, “Now what?” is the question on your mind. We approach this question with our clients not just from a legal or financial perspective, but from from the view of its wholistic impact on both…
Read MoreBuy Sell Agreement
Buy Sell Agreements A Buy Sell Agreement is part of a succession plan to decide in advance what will happen with a business when certain events occur. Such planning is crucial for any business with multiple owners. It is important both when the owners are related to each other and when they are NOT related to…
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