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Category: Business Owners

Estate Planning When Not All of Your Kids are in the Family Business

By Melissa A. Register February 4, 2019 Posted in Business Owners

Many small business owners focus on the day-to-day management and growth of the business, rather than thinking about a time when he or she may not be in the business. This is a far too common mistake. Future plans for your enterprise are even more important when one child works in the business, but the others do not.

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Retirement Planning for Business Owners

By Melissa A. Register August 6, 2018 Posted in Business Owners

When you’re the owner of a business, planning for retirement requires proactivity and strategy. It’s not just the dizzying array of choices for retirement accounts, there’s also planning for the business itself. Who will run the business after your retirement? Additionally, your estate plan must integrate into your retirement and business transition strategy.

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Westlake, OH 44145

1905 N. Market St.
Tampa, FL 33602