There are two very important but distinctly separate legacy planning paths that are both vital to the future of your family and your company. Although they are very different, they do impact each other, have substantial tax consequences and need to be planned congruently.
The challenges company owners, equity partners and entrepreneurs face span from lack of planning, to piecemeal planning. They rarely have a complete plan in place that ensures the company's survival and the financial security of their family.
Whether you are a start-up or you've worked your entire life to grow your company, it is important that you leave a legacy to your family for generations to come. Here are 3 cri...
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