Business owners spend a great deal of time and money developing an estate plan in an effort to protect their family and business.

Intentions are good with clients but there is often a lack of understanding regarding the potential downside of their decisions that may have been done without the advice of experts.

Click the following link to read Hugh Robert’s Automotive Buy Sell Report article titled: The Devil Is In The Details: Common Estate Planning Mistakes Made By Dealers.

Read the article and then contact us to get some insights on  your own scenario. Even if you don’t become a client, a few minutes with us may help you save years of headaches. Contact Us.

Personal Financial Planning

Estate planning is a complex endeavor, especially for owners of capital-intensive complex business’. Throw active and inactive family into the mix and trying to figure out what is fair, how to provide opportunities for the next generation without enabling them, and maintain family harmony.

Click the following link for more drill-down resources on Personal Financial Planning.

In complex family and business environments, it is imperative to lean on expert legal and tax advice who specialize in the same size business and estate as you.  We are not attorneys or CPAs but know experienced advisers if you are looking for sophisticated advisory services.

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