With 51% of US business owners now over the age of 55, a tidal wave of retirements and successions is expected over the next ...

ASID unveiled a new report that highlights the important factors to consider when crafting a succession plan for your firm. Here, we’ve summarized the findings.

Succession planning between the firm and the lawyer will be to create a path toward working less and eventually retiring.

Business Ownership Drafting a succession plan now can help your business stand the test of time. As a business owner, you’ve ...

Yet, planning for the day you step away can be one of the most challenging tasks you'll face. Succession planning ... to Lawrence Welk's family as a prime example. Strategic Roth IRA conversions ...

Opinion: Sidley Austin attorneys say a company's in-house team can play a pivotal role in helping boards of directors prepare ...

Without proper planning ... to handle business succession with fairness, we often turn to life insurance solutions. The key is to match the asset to the liability. For example, permanent life ...

for example. When it comes to the land, if it’s important for each child to own land, divide it up in tracts and don’t put multiple kids on a tract, he adds. A succession plan often includes ...

As a result, many financial advisors have worried less about the internal organic growth required for succession planning than they ... all your options. For example, cutting back on some of ...

The new program offers opportunities and events structured for rookies, next-gen advisor leaders, and soon-to-exit veterans.