Estate Planning is easy to put off. This can lead to unintended consequences if something happens to you where you die or become incapacitated. Business owners and all stakeholders are at even greater risk if the Estate Planning is not in good order. Estate and Business Planning Attorney Brandon Rains takes a few minutes with…
“All star teams fail because they rely solely on the individual’s talent. The Soviets win because they take that talent and they use it inside a system that’s designed for the betterment of the team.” - Coach Herb Brooks from the movie Miracle. The 1980 United States Olympic Hockey Team was assembled by Herb Brooks.…
When a business grows more of an owner’s wealth and income are tied up in a concentrated and illiquid asset. This creates greater risk.
If your advisor team is not aligned your succession planning is at risk. This puts your business wealth, income and legacy at risk.
“Succession Planning takes time—it can’t be rushed.” Sara Stern
Perception is everything for a business owner when it comes to wealth planning.
Having the right Business Value Protection Planning team is a high priority for a business owner. Those owners who understand and demand this experience far less frustration in the planning process. The second of the three planning principles at Marshall+Viliesis is Partnership. It gets to the heart of the need for a team of professionals…
