The good news is that you’ve probably already done a little bit of estate planning—you just may not be aware of it. It’s ...

If you’re beginning either estate or succession planning, or both, ask your lawyer, CPA and other advisers to work with you ...

Opinions expressed by Forbes Contributors are their own. Matthew F. Erskine is a trusts and estates attorney. The Corporate Transparency Act (CTA) was established to tackle issues such as money ...

At its core, a business plan is a blueprint that charts the course for the future. It defines the objectives, strategies, and anticipated challenges, offering a roadmap for achieving success.

Dev Patnaik is CEO of future-focused strategy firm Jump Associates. Corporate planning season is upon us. With only about a hundred days left in the year, execs are limbering up for the annual ...

It will take away time from your daily business responsibilities. Why Succession Planning Is Routinely Neglected Successful entrepreneurs devote all their energies to the complexities of operating ...

Some have just started putting their ideas into action in a startup, while others are in the growth stage or even planning an exit strategy. No matter which stage your business is in and whether ...

As a kid, I remember my dad--the quintessential methodical, organized engineer--sitting me down at the kitchen table for his favorite bi-annual lecture: "Planning For Your Future." His yellow ...

A business financial advisor is a hired professional who specializes in matters such as retirement planning for the ...