TITLE

Succession Planning

AUTHOR(S)
Stevick, Glenn
PUB. DATE
July 2003
SOURCE
Advisor Today;Jul2003, Vol. 98 Issue 7, p18
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
Discusses how financial advisors can help ensure the smooth transfer of a family-owned business to the next generation. Effect of the reluctance of the founder of the company to transfer the business to their successors; Difficulty of achieving a sense of fairness when handing down the business to heirs; Problem related to passing the business to children through a will.
ACCESSION #
10144553

 

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