Discover the biggest key elements relating to an estate plan for business owners. with Steven H. Goodman. Steven talks about maintaining family business harmony and learn what you need to consider before handing your business over.
Steven H. Goodman CPA, MBA is President & Chief Executive Officer, of SHG Planning Inc. Steven is passionate about providing insightful solutions to the challenges of business succession, wealth preservation, focusing on the needs of owners of closely-held businesses, and high net worth individuals. He has served hundreds of estate planning clients for over 30 years including as a former VP of the Trust and Investment Division of JP Morgan Chase.
The creation of a successful business enterprise is an achievement few attain in their lifetime. Yet this legacy often fails to survive beyond the lifetime of the business owner.”
Steven Goodman
When you have worked hard to build a successful business it is now time to start thinking about protecting your assets. Discover the biggest key elements relating to an estate plan for business owners to put a plan in place to protect your loved ones when it comes to passing down your business and wealth.
It may be that the family are not the right people to take over. That is why having that succession planning in place will give all concerned peace of mind in the event of an emergency including unexpected health issues of the business principal involved.
Do you need someone to spend the time and effort to completely listen and understand your needs, wishes, and family inter-relationships? Having an experienced professional such as Steven Goodman will make the process to create an Estate Plan for Business Owners seamless.
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