With more than 60 percent of privately-held businesses owned by those in their sixties and older, transition is a reality. It requires proper planning and action from owners who are rarely prepared for the emotional impact that transition brings.
In John's article "Creating Legacies of Significance" featured on The Thought Board, he talks legacy and why it's so important to include in your estate planning process.
Being Present. Being Connected. Being Yourself. A few years ago, I was honored to be invited to the wedding reception for my friends, [...]
By Jeffrey Steele Financial advisor Gregory DeJong recalls once making small talk over the kitchen table with a woman while her husband went [...]
