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| Recent
Wealth Preservation Articles |
| "What Does Exit Planning Have To Do With The Franchise World?" |
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The franchise world is getting older. Most of the major franchise systems were developed at least 20 to 30 years ago, and the average franchisee has aged along with the franchise. The aging of the franchise systems and the franchisees have converged to create a significant need for franchisors to embrace the issue of exit planning for their franchise community. |
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| “Developing An Effective Exit Plan” |
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According to a 2005 PricewaterhouseCoopers survey of companies in the $5,000,000 - $150,000,000 of value range, two out of three business owners plan to leave their company within the next 10 years. |
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| “2006 Medical Assistance Update” |
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On February 8, 2006, President Bush signed the Deficit Reduction Act of 2005 (“DRA ’05”). Many significant changes to the Medical Assistance eligibility rules are provided for in DRA ’05. For the most part these changes are effective on or after February 8, 2006. The following are some of the highlights of DRA ’05: |
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| “Preserving
the Family Vacation Home” |
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| One of the most interesting and challenging
aspects of the estate planning process for many of
our clients is addressing issues related to their
family vacation home. Many of these clients have
expressed their desire to retain their lake or mountain
home, their hunting camp, hobby farm, etc. as a legacy
for their children and grandchildren. |
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| “Business
& Personal Wealth Preservation” |
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| In a good economy business owners focus
their time and efforts on growing their business
and personal wealth. There is little time (and even
less inclination) to consider business preservation/asset
protection issues. |
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| “Are
Your Business Assets Protected?” |
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| Two axioms hold true in the food service
industry: 1. The food service industry is fun and
that is why people make a career of restaurants and
food service; and, 2. Food service is a dangerous
business proposition. |
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