For many family business owners in Orange County, the prospect of passing the business down to the next generation is not just a financial decision, but also an emotional one. At OC Wills & Trusts, we understand the importance of preserving your legacy while ensuring a smooth transition. This guide offers essential...
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....
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...
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...
