Do you have an estate plan in place or a succession plan for your family business? Have all family members agreed how the estate transition will be structured?
Estate planning is different when a family business is involved… very different.
In Legacy, Leslie Quinsay shares insights using her educational background and CEO experience to help entrepreneurs, business owners and investors make the right decisions when estate planning is truly a family affair. This practical and expertly-crafted guide assists families to successfully pass their wisdom and wealth from generation to generation.
Real-life entrepreneur and investor stories provide you with tools to:
- Organize thoughts and goals for successful estate and inheritance planning.
- Handle the "challenging" family conversations of money and wealth transfer.
- Know your company's worth and understand what can happen if it's not protected.
Legacy includes both the human and monetary aspects of creating a comprehensive, family-friendly plan so that all family members are prepared when the time comes to put it into action.
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|Product dimensions:||6.00(w) x 9.00(h) x 0.35(d)|
Table of Contents
A Firsthand Emergency and No Plan
Shortsighted Thinking that Can Tear Your Family Apart
Lay the Foundation – Your State of Affairs Today
Experts – Who Should You Draft for Your Team?
Goals – Hindsight is 20/20 so Let’s Begin at the End!
Articulate Your Wishes – Don’t Let Family Ties Turn into Family Feuds
Communicate Openly – Love, Obligation, & Guilt – Generational Differences
Yield – Practical Ways to Maximizing Wealth
Passing the Baton to Win a Medal
Leave a Roadmap to Find the Treasure
A Useful Guide to Resources and Examples