bonus checklists: 16 steps to reviewing a buy-sell agreement and 20 issues to consider.
by ed mendlowitz
77 ways to wow!
nobody needs an estate plan, exit plan or a buy-sell agreement. but their families and survivors do.
more: due diligence is in the details | simple controls can prevent fraud | charity directors must take theft seriously | forensic techniques can be fraud deterrence | the hazards of poor internal controls | rule #1: start with cash | the priorities were backward | how to read a financial statement | 77 thoughts about client needs
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estate plans are done so that the remaining family members can have liquidity, minor children will have guardians of your choosing with a dependable cash flow, children won’t fight (too much) over the money, people of your choice will collect and distribute assets and make transfers in an orderly manner, and estate and inheritance taxes can be minimized as can the costs of settling the estate.
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