Death is not easy. Sure, a passing that is expected is a little bit easier to swallow than one that suddenly occurs, but either way you can be left heartbroken. When financial stress around a legacy plan adds to the stress during this time, families have been broken apart when they should be holding each other close. If you are adamant that this type of situation doesn’t happen to your family, it is important to go ahead and focus on getting your surrounding family in line with your legacy plan. Read Full Article
legacy plan
Importance of a Buy-Sell Agreement For Your Legacy Plan
When you have a family business, there are plenty of decisions to make. In all honesty, your employees rely on you for their well-being. Their wellness is in your hands. So as you make your day-to-day decisions within your business, don’t forget the importance of looking into the biggest “what-if” of all: What if I am no longer here to run the business? At Dunncreek Advisors, we can help you to create a Buy-Sell Agreement within your legacy plan so that if the unthinkable happens, your family or heirs will have an answer to all of the “what-ifs.” Read Full Article
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