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, in Estate Planning Magazine. Download PDF 

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

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The LifeCycle Buy-Sell Harmonizes Business Owners’ Diverse Objectives, in Estate Planning magazine. Download PDF

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​Using a General Partnership to Structure and Fund a Buy-Sell Agreement, in the 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.  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.  Download Flyer

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

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