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Wealth Management News & Resources

An ESOP Can Benefit a Business Owner’s Retirement and Estate Plans

An ESOP Can Benefit a Business Owner’s Retirement and Estate Plans


Employee stock ownership plans (ESOPs) offer closely held business owners an exit strategy and a tax-efficient technique for sharing equity with employees. But did you know that an ESOP can be a powerful estate planning tool? It can help you address several planning challenges, including lack of liquidity and the need to provide for children outside the business.

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When a Spouse Unexpectedly Dies

When a Spouse Unexpectedly Dies


What if the unthinkable happens and your spouse dies unexpectedly? Would you be prepared to cope emotionally and financially? It’s a conversation no one wants to have, but an important one to be prepared for. As the surviving spouse, you’ll face several tasks and challenges.

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Have You Had Your Annual Estate Plan Checkup?

Have You Had Your Annual Estate Plan Checkup?


An annual estate plan checkup is critical to the health of your estate plan. One reason is that because various exclusion, exemption and deduction amounts are adjusted for inflation, they can change from year to year, impacting your plan (read more reasons here).

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