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The Loan that Keeps on Giving
The Loan that Keeps on Giving

Betty had been a client for over 15 years. Her only daughter and her husband were deceased. Betty had two grandchildren whom she cared for deeply. Betty is a very smart woman and over the years she had come to rely heavily on her estate planning lawyer for guidance. So much ...

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Blog posts in Business Planning

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    Annual Family Reunion™ Client Update Program™ Educational Workshops Audio / Video Library DocuBank®

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    John and Betty Smith own a successful family business that was recently appraised at a value exceeding $15,000,000. While they’re extremely happy ...

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    For many business owners, the family business represents the largest asset of the estate. And when next-generation family members are involved in the ...

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