Estate planning and business planning are specialty practice areas.  As authors, speakers and industry leaders, we have focused on these practice areas for years.  We apply this experience and focus to the work we do for our clients. We are consulted on industry issues and practices, and have the experience, credentials and expertise to provide expert advice and consultation.

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ARTICLES

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Succession Planning Strategies for Professional Associations, December issue of Estate Planning. Download PDF 

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Family Business Succession Planning: Devising an Overall Strategy, May issue of Journal of Financial Service Professionals. Download PDF

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The LifeCycle Buy-Sell Harmonizes Business Owners’ Diverse Objectives, Feb. issue of Estate Planning. Download PDF

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​Using a General Partnership to Structure and Fund a Buy-Sell Agreement, Jan. issue of Journal of Financial Service Professionals.  Download PDF

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PRESENTATIONS

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Estate Planning: Protecting your Life’s Work and Savings, at Saint Johns University for Catholic United Financials' annual meeting on August 6, 2011.  Download Flyer

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The Rising Tide in Standards of Care:  How to Stay Afloat in Turbulent Times, for Society of Financial Service Professionals national video teleconference June 16, 2011.  Download Flyer

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Advanced Business Succession Planning, Coordinating Buy-Sell Planning with Estate Planning, for Northern Trust on August 26, 2010, in Fort Lauderdale Florida.  Download Flyer

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