According to the Conway Center for Family Business, family businesses account for 64% of the U.S. Gross Domestic Product (GDP), yet 57% of family businesses have no formal succession plan.1 While the number may shock you, it is
Are you making charitable donations at year’s end? If so, you should know about some of the financial “fine print” involved, as the right moves could potentially bring more of a benefit to both you and your
If you are one of the many Americans who are in a second marriage, you may need to revisit your estate strategy1 and your estate management checklist. Unlike a typical first marriage, second marriages often require special
