Estate & Trust

Top 40 Succession Planning Tips

Top 40 Tips for Succession Planning Whether you’re a business owner planning for retirement or an individual planning for your family’s future, it’s important to have a good succession plan. Having a well-developed succession plan can help ensure your [...]

By | March 13th, 2017|Categories: Blog, Estate & Trust|Tags: , , |Comments Off on Top 40 Succession Planning Tips

Charitable Estate Planning

Charitable Estate Planning Using Charitable Trusts, Donor Advised Plans and Family Foundations for tax advantaged wealth transfer For many individuals and families with substantial wealth, estate planning conversations focus on maximizing after tax value passed on to the heirs [...]

By | October 2nd, 2015|Categories: Blog, Estate & Trust, Wonsun Shin Willey|0 Comments

Your trusted adviser

A trusted adviser Gaining the greatest value from your relationship with your accountant Every business owner requires the services of outside accountants from time to time. On the surface, many CPAs seem similar. They list the same services, have [...]