/Tag: financial planning

Employee stock ownership plans can be critical estate planning tools

By |2020-04-07T22:39:13+00:00January 31st, 2019|Categories: Blog|Tags: , , , , , , |

Employee stock ownership plans (ESOPs) offer closely held business owners an exit strategy and a tax-efficient technique for sharing equity with employees. But did you know that an ESOP can be a powerful estate planning tool? It can help you address several planning challenges, including lack of liquidity and the need to provide for [...]

8 Steps to Handling the Challenges when a Spouse Dies Suddenly

By |2019-03-22T21:22:15+00:00January 18th, 2019|Categories: Blog|Tags: , , , , |

What if the unthinkable happens and your spouse dies unexpectedly? Would you be prepared to cope emotionally and financially? As the surviving spouse, you’ll face several tasks and challenges. What to handle first By no means complete, the following are areas that will need to be addressed: Death certificates. One of the first things to [...]

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