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Category: Business Succession Planning

Return home Business Succession Planning

Category: Business Succession Planning

Estate Planning for the Business Owner

Posted on March 17, 2018
  How can I ensure my business continues on with the next generation?

Running a business can be all consuming. Small business owners often find themselves fulfilling a wide range of roles, ranging from that of the general manager, accountant, marketing manager, human resources department, therapist, handyman, and much more....

Estate Planning for the Business Owner Continue reading…

A Primer on Business Succession Planning

Posted on February 22, 2016
How Can I Ensure the Continuity of My Small Business?

One of the critical issues for small business owners seeking to establish an estate plan is to consider the transition of a family owner or closely held business. The overarching goal of business succession planning is to ensure business continuity while minimizing the potential...

A Primer on Business Succession Planning Continue reading…

Protecting the Assets of My Family Owned Business

Posted on May 18, 2015

What Can I Do to Protect Assets in Our Family Business?

Proactive business succession and estate planning can help preserve your business interests and allow them to be passed on to loved ones. This type of planning will require some thought and the process should start with some honest discussions among...

Protecting the Assets of My Family Owned Business Continue reading…
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Return home OC Wills & Trust Attorneys
Irvine  949-288-3598 Huntington Beach  714-844-0427 Anaheim  949-989-4955
  • Home
  • Practice Areas
    • Estate Planning
    • Estate Tax Planning
    • Trusts and Estate Planning
    • How to Avoid Medi-Cal Estate Recovery
    • Securing Your Children’s Future
    • Special Needs Trusts
  • About Us
    • Our Estate Planning Process
    • Meet Our Team
    • Testimonials
    • Huntington Beach Location
  • FAQs
    • Estate Planning 101 & Trusts FAQs
    • Estate Tax Planning FAQs
    • Non-Traditional Families FAQs
  • Resources
    • Articles & Publications
    • Forms
    • Past Workshop Hosts
    • Free Health Care Directive Webinar
    • The Advisor’s Role in Estate Planning
  • Blog
  • Contact Us
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  • Home
  • Practice Areas
    • Estate Planning
    • Estate Tax Planning
    • Trusts and Estate Planning
    • How to Avoid Medi-Cal Estate Recovery
    • Securing Your Children’s Future
    • Special Needs Trusts
  • About Us
    • Our Estate Planning Process
    • Meet Our Team
    • Testimonials
    • Huntington Beach Location
  • FAQs
    • Estate Planning 101 & Trusts FAQs
    • Estate Tax Planning FAQs
    • Non-Traditional Families FAQs
  • Resources
    • Articles & Publications
    • Forms
    • Past Workshop Hosts
    • Free Health Care Directive Webinar
    • The Advisor’s Role in Estate Planning
  • Blog
  • Contact Us
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