As baby boomers age, they are spending more and more of their assets on their children. How will this affect their estate plans?
Posts Tagged: Estate Plan
It has been said that seventy percent (70%) of Americans have done no estate planning. I would suspect this number may be even higher among business owners when it comes to creating an exit or succession plan for their business.
Having an estate plan that works as intended is not that hard to accomplish. Here are the three ways most common things that people unintentionally do to sabotage their plans.