Succession and legacy planning is a process that when it is done right adds certainty and relief for families, Lance Woodbury ...

Nearly 10 years ago, in April 2015, I published a blog called “Confronting the ‘S’ word: Dealing with general partner succession.” As the founder and managing partner of Vintage, I wanted to ensure ...

Spring is not only a good time to sell a home, but a business as well. Nevertheless, a sale takes years of planning and ...

There is perhaps nothing more constant in the financial planning industry than the talk of an aging advisor population rumbling toward retirement with too little focus on succession planning.

There are clear, undeniable facts that we all accept but somehow don’t believe will apply to us: If we are alive, one day, we will die. There is no escaping that. And if we stay alive longer, we will ...