All Wealth Planning Content

Business Transition Planning for Small Business Owners

John O. Campbell, CFP® |
Emerald GEMs

November 19, 2020, GEM 26 — Too often, small business owners fail to plan for the eventual transition of their businesses. However, planning for an inevitable ownership change is simply good business—and it starts years before the enterprise changes hands. Listen now as Director of Business Engagement John Campbell discusses why all business owners, regardless of the company’s size, should prepare for their future transition.

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Post Election: How Prepared is Your Wealth Plan?

Alvina H. Lo |
Wealth Planning

With a declaration made, there is still some uncertainty regarding the election, so planning is key.Joseph R. Biden Jr. has been declared by major news outlets as president-elect of the United States while the country awaits results of recounts, court challenges, and key congressional races.With the potential for a significantly reduced federal gift tax exemption, now is the time to make significant gifts.

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Post-Election 2020: Still in a State of Uncertainty. What Does This Mean for Your Wealth Plan?

Alvina H. Lo |
Wealth Planning

The election came and went on November 3, 2020, and here we are still in a state of uncertainty about who will serve the next term as the President of the United States. The composition of the Senate is also in question which may impact the ability of any legislative action. As we wait for clarity, it’s important to stick to your tried and true year-end wealth planning efforts with an eye toward the possible election results.

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