Posts Tagged ‘ family ’

Business Succession Planning: Gifting and Discounting Basics


If you currently own a business, estate planning is probably not one of your highest priorities.  You are certainly more concerned about where your income is coming from, how to beat the competition, and how you can better develop your product and service.  Read more...

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In Appreciation — November 2010


This is the end of my fourth month of blogging.  At the end of each month, I try to give thanks to those who have given me great support or even a boost as I try to develop my practice. For Thanksgiving this year, my wife, two kids and I went to Philadelphia to see…

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