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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Strategies for Real Estate Developers

Donald P. DiCarlo Jr. |
My Business

Your business requires unique estate planning considerations.  As a real estate developer, you may be in a favorable income tax position.Strategies that reduce death-related taxes and estate administration costs are important to explore.Planning for the ultimate continuation or sale of your business is equally important.As a real estate developer, you may be in a favorable income tax position because of the nature of your business and the assets you employ in that business.

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