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Trusts

Owner Life & Legacy

So You Are Thinking Of Selling Your Business – Planning Well in Advance

Becky Creavin

Bison Wealth

1 year ago

So you are thinking of selling your business… or someone you know is. Before you even look at an offer there are steps you

Feb 22, 2024 1 min read Long Island

Member News

The Benefits of Revocable Trusts in Estate Planning

Herb Fineburg

Offit Kurman, P.A.

2 years ago

Hello, I am pleased to share some exciting news — earlier this month, my colleague, Danielle Friedman, and I (Herb Fineburg) published an article

Mar 28, 2023 1 min read Philadelphia

Business Value Growth

Where a Trust is Set Up Matters

Diane DeCesare

Armanino LLP

3 years ago

Trust creation is an important part of wealth transfer planning. Trusts can reduce the size of your taxable estate while your family members still

Dec 21, 2021 1 min read Philadelphia

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Business Value Growth

Federal Judge Rules President Can Fire NLRB Administrative Law Judges

Robert Brody

Brody and Associates, LLC

1 week ago

By Robert G. Brody and Fintan S. Lalor The National Labor Relations Board (“NLRB”, or the “Board”) has undergone immense changes since President Trump

Apr 18, 2025 4 min read Tri-State

Business Value Growth

From Gridlock to Growth: Conveying Clarity!

Maria Forbes

FIREPOWER Business Catalyst, LLC.

4 weeks ago

We’ve all been there. Stuck! Paralyzed! Whether it’s a key project grinding to a halt or a team dynamic that feels like walking on

Mar 28, 2025 4 min read Atlanta

Practice Tips

New ESOP communication resource from Blue Ridge ESOP

Tom Roback

Blue Ridge ESOP Associates

1 month ago

Blue Ridge has launched a new service, ESOP Blue Ribbon. It is designed specifically for the person or committee in your company who is

Mar 27, 2025 1 min read Maryland

Owner Life & Legacy

How to Address Conflict During Succession Planning Discussions

Chuck Cooper

WhiteWater Consulting LLC

1 month ago

Succession planning is one of the most critical elements for a company’s long-term stability. It ensures that leadership transitions smoothly, helping businesses continue to

Mar 26, 2025 2 min read Charlotte

Owner Life & Legacy

Preserving Heritage While Embracing Change: Family Business Strategies for Future Success

Chuck Cooper

WhiteWater Consulting LLC

1 month ago

Family businesses are unique entities—and tend to come with many challenges. For instance, how do you balance the desire to preserve long-standing traditions with

Mar 26, 2025 3 min read Charlotte

Business Value Growth

Federal Court Enjoins Some Aspects of Trump’s DEI Executive Orders

Robert Brody

Brody and Associates, LLC

1 month ago

In the first few days of his second term, President Trump issued two Executive Orders aiming to dismantle diversity, equity, and inclusion (“DEI”) initiatives

Trusts

So You Are Thinking Of Selling Your Business – Planning Well in Advance

The Benefits of Revocable Trusts in Estate Planning

Where a Trust is Set Up Matters

What's Trending

Federal Judge Rules President Can Fire NLRB Administrative Law Judges

From Gridlock to Growth: Conveying Clarity!

New ESOP communication resource from Blue Ridge ESOP

How to Address Conflict During Succession Planning Discussions

Preserving Heritage While Embracing Change: Family Business Strategies for Future Success

Federal Court Enjoins Some Aspects of Trump’s DEI Executive Orders

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