Business Succession
For business owners, passing their business on to heirs is fraught with issues, which are explored at length in this excellent article.
Powers of Attorney Deserve Attention and Follow Through
Having valid powers of attorney in place is crucial. But that may be just the first step in ensuring the seamless management of your financial assets if you become incapacitated. We encourage clients to do a “dry run” and confirm their powers of attorney meet the requirements in place with their financial institutions.