It can be hard to get clients motivated about estate planning. However, as their advisor, you know that clients want to make sure their loved ones are protected and are set to receive any inheritance without issues —
Unsure how to properly store and share your digital assets? Check out a few ideas and tools that might help.
As a business owner, at some point you might find yourself asking if you should sell your business.
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.