On this week’s episode of Grow Money Business, we are joined by Dohn Thornton. Dohn is a specialist in estate planning and joined us today to share his specific strategy to help business owners and…
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GMB Ep #147: Expanding Your Estate to Other Countries with Mikkel Thorup
If you’re interested in the advantages of foreign diversification for asset preservation and estate planning, this is the conversation for you. This week’s guest on the show is Mikkel Thorup, the CEO of Expat Money™,…
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Should a Trust Be Part of Your Estate Plan?
Trusts used to be seen as an estate planning tool for only the very wealthy, who have complicated family situations to sort out, and high-value assets to protect. Times have changed. Modern lives are complicated,…
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GMB #131: Everything You Need to Know About Digital Estate Planning With Hannah
Have you ever thought about what happens to your social media accounts when you pass away? Do you consider yourself familiar with the legal frameworks that need to be put in place to ensure your…
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Selling a Family Business: Preparing for a Transformational Event
It’s generally thought that there are several cycles that reflect where a business is in preparedness for a sale. These capture the economy, the market, and the mindset and planning of the business owners. From…
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GMB Episode #125: Estate Planning For Families With Special Needs Children With Tom Sannicandro
Estate Planning is crucial step in ensuring that your legacy is passed on in the way that you intended it to be. However, necessity often comes with complexity, and there are many unique circumstances that…
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Estate Planning for Small Business Owners
Building a business is all about taking risk. You put your belief in yourself, your money, time, and more on the line to create something that can grow and succeed. But whether your business will…
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GMB Ep #110: Navigating Family Business Successions With Stephen Shortt
A lack of succession planning can have disastrous consequences for a business, especially when your business is family owned and operated. This week on Grow Money Business, Stephen Shortt, an expert in family business succession…
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GMB Ep #106: Business Exit Planning With Scott Snider
Many business owners eventually come to the point where they will be moving on from the business they passionately built over the years, and having a good exit strategy will help them navigate this important and intimate event in their…
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GMB Ep #96: 5 Year End Financial Moves to Make With the Tax Bill Looming
As we covered in the previous episode of Grow Money Business, the House Ways & Means Committee recently released proposed tax reform legislation that brings significant changes to the current levels of taxation. This week,…
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