The Well-Planned Business Owner: A Diagnostic Checklist

My Business

Find out if you are well-planned for each business cycle by reviewing this checklist.Business capital phase, where the business is building and growing.Personal capital phase, when it’s time to plan for capital assets outside the business capital phase.Legacy capital phase, where managing and transferring wealth are your primary concerns.Family business owners face unique challenges in managing wealth and preserving legacies for future generations.

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Delaware Trust Advantages for Business Owners

Jeffrey C. Wolken |
My Business

Control, protection, and privacy are key benefits of a Delaware trust.The state of Delaware has long been one of the most favorable places to establish a business.Delaware is also an excellent place to create a personal trust for estate planning or asset protection purposes.A Delaware trust offers many of the advantages of other trust-friendly states, along with unique elements that make it a preeminent jurisdiction.

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