Donating Retirement accounts to charity can be an easy and financially beneficial strategy for you and the charity. Many people feel they do not have enough assets at death to leave to a charity they supported during their lifetime and also sufficiently provide for their family or other beneficiaries. There are two tax savings benefits […]
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Business Succession Planning
No company can survive without an able owner, executive, or shareholder at the helm. In the event of a key member’s sudden death, illness, or retirement, businesses are often left scrambling to recover lost assets and find a replacement. Large corporations and small businesses alike can avoid a tumultuous transition by creating a succession plan […]
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