The First NEXT STEP
Focus on efforts that work in combination to help create a comprehensive estate plan.
November 18, 2018
Focus on efforts that work in combination to help create a comprehensive estate plan.
June 18, 2018
Succession planning extends beyond financial and physical assets.
June 18, 2018
Transferring a new generation is one of the most important business processes.
March 18, 2018
An organizational structure and defined roles help in the transition to new leadership.
July 18, 2017
Is there a key skill or behavior that an individual family member should possess to enhance chances of family success?
July 18, 2017
Your canvas is more than just a collage of spreadsheets and legal documents.
May 18, 2017
The "right answer" when it comes to dividing your estate can feel awfully elusive. Consider, then, these three ideas to gain clarity on your transition.
January 18, 2017
In this article, Lance focuses in on ways to achieve your succession goals.
December 18, 2016
Smoother business transitions result when the younger generation grabs the ball and asks for a leadership role.