Month: July 2021
You just discovered your partner is stealing from the business: What now?
You wouldn’t have gone into business with your partners unless you trusted them -- but your trust has been misused and outright broken. One of your partners has been actively dipping into the accounts for their own expenses. You know you need to act fast to limit the...
How family legacy planning can help you transfer your wealth to future generations
Estate planning is crucial to ensuring that the wealth you’ve worked hard to accumulate, grow and preserve is handed down to your family and given to nonprofit organizations doing work you value. However, once you finish your estate planning, it’s time to think about...