Retirement Plan Beneficiary Designations: Go Ahead and Take a Second Look
February 28, 2017
Trusts & Estates
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