Have you considered what needs to be done with your business when you are doing your estate planning? If you own a business, it is important to have a management succession plan and also have a ...

When ultra-high-net-worth collectors plan on transferring their wealth, professional advisors often focus on investments, real estate or business holdings. Yet, for many collectors, the most ...

For many entrepreneurs, their business is more than just a source of income—it's an extension of themselves representing years of hard work, financial investment, and emotional commitment. A shocking ...

Succession planning has always been important, but not critical. Now, in 2024, it has evolved from “should do” and “must-do” to “cannot wait.” Many external factors make it increasingly pertinent for ...

When it comes to succession planning, Travis Shuring, a financial advisor with Edward Jones, wants to make sure families are protected. This is something he does by helping put the proper plan in ...

Succession planning is a priority in the utility industry as an aging workforce, changing technologies, and turnover reshape the sector. The utility sector faces unique challenges, striving for ...

It’s never too early to think about how your family business will continue into future generations. With that in mind, where is your family business today in its succession planning journey? These ...

Succession planning is often treated as a late-career exercise—something to revisit when retirement looms or a transition is already underway. But the most effective executives begin shaping a ...

This is the 27th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...