Feature Post and Events

Features and Events

Featured
2025 National Exit Planning Conference; Speaker - Continuity in Crisis: Preparing Your Business for the Unexpected
2025 National Exit Planning Conference; Speaker - Continuity in Crisis: Preparing Your Business for the Unexpected

Dive into the heart of planning for the unexpected with Wayne Zell's interactive workshop, inspired by his award-winning publication, "Your Multimillion-Dollar Exit – An Entrepreneur’s Business Success(ion) Planner." This immersive experience is not just a workshop; it's a journey through the intricate narrative of George, a hypothetical business owner, and his daughter Hannah, as they navigate the complexities of succession planning amidst unforeseen circumstances.

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What is a Family Holding Company?
What is a Family Holding Company?

A family holding company is an LLC (limited partnership): Instead of transferring an asset directly into the hands of the next generation, combine family-owned assets into a family holding company and use it as a centralized way of managing the family’s wealth. This ensures assets can be controlled by you, but shifted out of your estate and to your future generations or trusts for their benefit.

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Who Can Sign a Contract on Behalf of Your Company?
Who Can Sign a Contract on Behalf of Your Company?

WHO can sign contracts for your company? Who can legally bind a corporation? Who is not allowed to sign a contract? Who can sign a vendor contract? The answer depends on how your business is formed and the founding documents your company has in place.

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What is a Self-Canceling Installment Note (SCIN)?
What is a Self-Canceling Installment Note (SCIN)?

Discover the power of Self-Cancelling Installment Notes (SCINs) for family business transfers and estate planning. Learn how SCINs work, their tax benefits, and when to use them. Explore the advantages of SCINs in minimizing gift and estate taxes while transferring property between family members. Optimize your wealth transfer strategy with expert insights on Self-Cancelling Installment Notes.

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Blogs

Featured
How Do I Pass My Business On To The Next Generation?
How Do I Pass My Business On To The Next Generation?

Passing on your business to the next generation by creating management (how your business will be managed if you are gone) and business succession plans (how your business will be owned) will help you get the most value for your business and hopefully, avoid hurting family and business partners. (Read more...)

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How Can I Transfer Wealth to My Kids and Avoid Gift Tax?
How Can I Transfer Wealth to My Kids and Avoid Gift Tax?

A Minor’s Trust is one solution! This trust allows you to gift assets for the benefit of a minor child while ensuring that a designated trustee correctly handles the trust until the child is 21.

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When Should I Sell a Piece of My Company to a Non-Grantor Trust?
When Should I Sell a Piece of My Company to a Non-Grantor Trust?

One advantage of selling to a non-grantor trust is that it allows you to lock in the capital gains at a fixed value while deferring the recognition of the gain until payments are made under the promissory note. This strategy can effectively transfer the appreciation in value to the trust beneficiaries.

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What Does a Letter of Intent (LOI) Consist Of?
What Does a Letter of Intent (LOI) Consist Of?

LOI (Letters of Intent) generally include non-binding provisions for the proposed structure of the purchase or sale, the due diligence that will be conducted, the representations and warranties (reps & warranties). It also includes binding provisions such as Confidentiality and Non Solicitation agreements as well as an Exclusivity Period.

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Learning Videos

Why Every Entrepreneur Needs an Exit Plan...Now

Discover why every entrepreneur needs an exit plan—now. Learn how unexpected crises like health issues, market shifts, or a partner’s departure can impact your business, and why making an exit strategy is more than just retirement planning. Get essential steps and documents to protect your vision, empower your team, reassure investors, and secure your legacy. Start early and ensure your business is prepared for any surprise.

Interested in Letters of Intent (LOIs)? Join us in this video as we explore their structure, purpose, and importance in business negotiations and transactions.

What Does a Letter of Intent (LOI) Consist Of?

Curious about Letters of Intent (LOIs) and what makes up their essential components? Join us in this informative video as we dive into the world of LOIs, dissecting their structure, purpose, and how they serve as crucial tools in business negotiations and transactions.

Hire an experienced estate planning attorney to handle complex family dynamics, significant assets, estate tax issues, and special needs beneficiaries.

7 Reasons to Hire an Attorney instead of DIY Wills

Learn when to avoid online estate planning tools and hire an attorney instead. While online platforms work for simple situations, there are seven scenarios where an experienced estate planning attorney is crucial: complex family dynamics, significant assets, estate tax issues, special needs beneficiaries, out-of-state or international assets, charitable giving, and potential will contests. Don’t leave your legacy to chance—know when to seek expert legal advice.

Curious about retention bonuses? This video explains what they are, how they work, and their effectiveness in retaining top talent.

What is a Retention Bonus & How Does it Work?

Curious about retention bonuses and how they play a crucial role in employee incentive programs? Join us in this informative video as we dive into the concept of retention bonuses, uncovering their purpose, mechanics, and how they can be a powerful tool for businesses to retain their top talent.

Disclaimer: The information provided in this video is for educational purposes only and should not be considered legal or financial advice. Consult with qualified professionals before implementing employee incentive programs.

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