A Legacy of Peace or Turmoil - It's Your Call

Feb 11, 2013

True Story…

A distraught 40’s something woman, call her Sarah, phoned me about two months ago and shared the following story. “My father walked into his place of business last week, told his secretary a joke, and then dropped dead at his desk. My parents were divorced and my mother has a serious illness. We buried Dad yesterday. I had been after him for a long time to write a will, but I don’t know if he ever did”... read more

Category: Estate Planning

Joan M. Ridley, CBA, CEPA, CFP™

Joan RidleyPresident of Business Wealth Solutions, a business consulting firm.

"We have identified numerous opportunities to protect and maximize corporate wealth both now and in preparation for ownership transition. In this economy, human and intangible capital are major corporate assets. Absent proper planning, business owners could leave dollars on the table, and face the risk of actually losing their unprotected assets and hard-earned wealth."

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