When it comes to succession planning, Travis Shuring, a financial advisor with Edward Jones, wants to make sure families are protected. This is something he does by helping put the proper plan in ...

As COVID fades, we are left with many important lessons. Among them, the need to recognize the importance of having a professional succession plan (professional will) in place in the event an attorney ...

Succession planning is often treated as a late-career exercise—something to revisit when retirement looms or a transition is already underway. But the most effective executives begin shaping a ...

Fans of the fictional HBO drama "Succession" have likely watched the relentless struggles between company founder Logan Roy and his children, who want control of the family's global media and ...

For many entrepreneurs, their business is more than just a source of income—it's an extension of themselves representing years of hard work, financial investment, and emotional commitment. A shocking ...

The success of a succession plan is tied to good communication, and HR leaders are key to making sure this happens, according to McLean & Co.’s “Design a High-Value Sucession Planning Program” guide, ...

This is the 27th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...