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Business owners have unique concerns in addition to the usual estate and retirement planning issues. Business owners fear their heirs might sell or dismantle the business or the wrong people might run it. Those results can be avoided, but the owner must plan carefully and implement the plan . Small business...
Posted to
Retirement Watch
by
Bob Carlson
on
08-28-2008
Filed under:
Filed under: Estate Planning, estates, Estate tax, Carlson, Bob Carlson, income taxes, estate taxes, real estate, retirement plan, retirement, retirement plans, business sales, selling a business, small business
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Few small firms survive past the first generation of owners. That is well-known. Most people assume the business failures are due to the inadequacies and mistakes of the owners and managers after the first generation. Yet, at least an equal share of blame goes to the founding owners who do not properly...
Posted to
Retirement Watch
by
Bob Carlson
on
08-21-2008
Filed under:
Filed under: Estate Planning, estates, Estate tax, tax-free gifts, gifts, Carlson, Bob Carlson, wills, income taxes, estate taxes, retirement plan, retirement, retirement plans, business sales, selling a business, small business