Insights

John Wagner recently sat down with the Sarasota Herald-Tribune to discuss business succession planning. He addresses why and when business owners should consider succession planning and provides tips for getting started.   Related Resources: Requisite VI — The Business Succession Edition A Proactive Approach to Help Clients’ Businesses Operate Smoothly in…

Considering a planned charitable gift? Look at our guide for some useful tips: FICPA – Practical Planned Giving Erin Hope Christy echristy@williamsparker.com 941-893-4007

Getting started as a trustee means familiarizing yourself with your new responsibilities. Carrying out these responsibilities throughout the trust administration is the key to reducing your risk of serving as a trustee. In Florida, a trustee is governed by the terms of the trust agreement, the provisions of Florida law,…