Understanding everyone’s vision is important for the development of a succession plan. In order for any enterprise to succeed all parties must be pulling in the same direction. Having an agenda for a succession plan is vital. However, clear and honest communication can identify problems as well as opportunities. Family members are often surprised at […]
The Estate Planning Is Simple The goals for most people is to stay in control as long as they are alive and well. When they’re not, a hand-picked trusted person follows your wishes and interests according to your “Rule Book”. You know your family the best. Make sure that you write a plan that is […]
