Getting serious about exiting your business? It’s crucial to plan for it, as eventual exits are inevitable. Addressing technical aspects is vital, and each situation demands thoughtful consideration. Remember, no one works or lives forever.
Making great financial decisions can be incredibly difficult given the noise in the world about what is “right” and “smart”. Great financial planning helps you determine which strategies and decisions make the most sense for YOU, so that you can experience your life, well spent.
You may say to yourself, “I don’t have a trust, those are only for billionaires. This won’t apply to me.” But wait… it might. The new trust requirements significantly impact the kind of trust that you didn’t realize was considered “a trust”.
It’s a new year, but remember: Time is a construct. The truth is, you can start your year whenever you want. If you thought the start of the year got away from you, let us reassure you that you can start right now.
Get ready for 2024 – a year promising more changes! While specifics are still a mystery (who doesn’t love surprises?), we’ve got insights, especially in the financial realm. Curious about what’s coming? Here’s a sneak peek into the future.
“Your life, well spent” is a constant work in progress. Your overall life design and all of your plans are of course subject to change as the world adjusts and changes around you. Here’s how we help you do just that.