All My Business Content

If only one of my children is interested in the business, how do I equalize my estate among all of my children?

Paul Kieffer |
My Business

We often come across a surprisingly large number of business owners who struggle with this very issue, as it is both a monetary and an emotional decision.  The most common approach is to give other non-business estate assets to those not receiving any interest in the business with the goal of equalizing the value received by

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I have spent a lifetime building my business and feel as though I am ready to move on. What do I do now?

Blair Talty |
My Business

The decision whether and how to best transition out of your business is seldom easy.  Several key factors may include: (i) financial needs moving forward for you and your family; (ii) your desire to remain involved in the business in some capacity; (iii) the involvement of business partners and/or family members; (iv) the impact of

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Can I afford to give money to charity, children, or grandchildren?

Bruce F. Hoffmeister |
My Business

That question is really just another way of asking “Have I saved enough to provide for myself for the rest of my life?”  You must weigh whether a lifetime gift jeopardizes your retirement needs— including long-term care costs—against the enjoyment of seeing loved ones or charities benefit from your gifts.  Generally, people wealthy enough to

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