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6 Keys to Effective Succession Planning for Your Family Business

6 Keys to Effective Succession Planning for Your Family Business

by kkpatton | Mar 30, 2022 | Business Planning

Over 5 million family-owned businesses exist in the United States, generating 50% of America’s GNP. Small businesses form a strong backbone for our entire economy and help build generational wealth for business proprietors. These entrepreneurs have worked hard to...
Personal Planning Goals Should Lead the Way

Personal Planning Goals Should Lead the Way

by kkpatton | Nov 5, 2018 | Business Planning, Estate Planning, Living Trust, Pet Trusts

In the past, estate tax was often the tail that wagged the estate planning dog. In today’s world, the estate tax exemption has grown exponentially, and affects a relatively small number of people. In Arizona, we do not have an Arizona estate tax, so for the vast...
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