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Publications

COVID-19 Stimulus Checks Creates the Greatest Redistribution of Wealth in US History

The US Federal Government’s response to COVID-19 has created the greatest redistribution of wealth in US history. The financial programs the US Government has implemented in response to the economic fallout caused by the COVID-19 global health crisis will ultimately move significant wealth from those in the upper tier of economic status to those in the

Succession in a Family Business

Most owners of family businesses dream of their grandchildren and great-grandchildren taking over the enterprise someday.  But the reality is, only 43 percent of them have a succession plan to ensure the company’s longevity and only 12 percent make it to the third generation. “If there is one area in which most family businesses could