Ready or not, 2017 is halfway complete. Is the yearly honey-do list halfway done too? While there are many things we do once per year to maintain our finances, there could be a few missing from the list. For couples with an estate plan, now may be the time to review it. Why is this step necessary?
As a small business owner, multiple factors affect your estate planning. A lot depends, of course, on whether you want to leave an interest in the business to your children or sell it instead.