Monthly Archives: August 2016

By Martha Sullivan, CPA, CVA/ABV, CM&AA, CEPA Partner, Succession Planning Practice Leader Estate planning is a necessary task for both individuals and businesses who want to protect their loved ones and their assets following their passing (For a guide to individual estate planning and steps 1-6, please see Part 1). For a business owner, there

By Martha Sullivan, CPA, CVA/ABV, CM&AA, CEPA Partner, Succession Planning Practice Leader Many people dread the thought of doing estate planning because it reminds us of our mortality. Our time here on earth is limited. There won’t be any need for my worldly possessions. The things that gave me pleasure are now simply memories. My