Episode 19 - Business Succession Planning focuses on one of the most important part of protecting an owner, member, partner, shareholder or investor in any company, and yet less than one in four businesses have a succession plan. In this insightful episode Jan establishes the purpose of a business plan:...
The Impact of Estate Planning Upon Your Retirement and Passing
What is the impact of estate planning upon your retirement and passing as well as the children, heirs and beneficiaries who will accompany you along the way? Why do most Californians delay one of the most important aspects of home ownership and parenting? Let's begin with the first question. What...