Manage Your Investments as You do Your Business

My Business
7694-Manage-Investments.jpg

Managing concentration, tax, market, and longevity risk is the key to financial security.Each stage of your business brings distinct financial risks.Examine your financial life—particularly your investments—from a new perspective to ensure the next stage is as rewarding as the last.Before passing control of your business to the next generation, be sure to lay the groundwork for your own financial security.

Read More...


Holistic Succession Planning for Family Business Owners

Donald P. DiCarlo |
My Business
Holistic-Planning-NC.jpg

Learn about succession planning strategies business owners.  Lack of proper succession planning is a surefire way to lose the family business you’ve worked so hard to create.You can implement a number of business transition strategies to help you maximize your legacy’s ultimate value.As your family and business change, so should your plans for their futures.

Read More...


Benefiting from Intrafamily Sales

Marguerite C. Weese |
My Business
IntraFamily-Sales-NC.jpg

When structured correctly, intrafamily sales may help you reduce gift and estate tax obligations while you pass valuable assets to your heirs.There are a wide variety of methods you can employ when structuring an intrafamily sale, with potential short- and long-term benefits for you and your heirs.Each method has strengths and weaknesses in terms of suitability, complexity, and cost, and your goals will determine which techniques are most appropriate.

Read More...