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It's that time of year again when the Oracle of Omaha writes to his shareholders. As always, there's much wisdom in those pages. 
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Some bedridden or housebound elderly people have been denied service by Canadian banks, which refuse to cash cheques and do other transactions on their behalf, unless they come to the bank.
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RT @dfwseniors: The Importance of Family Business Succession Planning? http://t.co/mfyy76KAEu http://t.co/VCY3OMOqZf
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For even the best-run family business, its lifetime can be fleeting. It may begin with great vision and vigor.
Tanja Elbaz's curator insight,
December 4, 2023 9:17 AM
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Most people have considered or been advised about the wisdom of estate planning to ensure that property owned at the time of passing is distributed according to the deceased's wishes, in addition to.
Tanja Elbaz's curator insight,
December 4, 2023 9:16 AM
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Tanja Elbaz's curator insight,
December 4, 2023 9:17 AM
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Giving Older Entrepreneurs a Boost
Tanja Elbaz's curator insight,
December 4, 2023 9:17 AM
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BRW
Tanja Elbaz's curator insight,
December 3, 2023 3:22 PM
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The sad and tragic death of Philip Seymour Hoffman at age 46 last month is yet another reminder of the importance of estate planning. Most of us go along each day not thinking or worrying about wha... Via Steven J. Fromm
Steven J. Fromm's curator insight,
March 4, 2014 5:20 PM
This is a must read for any woman with children!
Tanja Elbaz's curator insight,
December 3, 2023 3:21 PM
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As we discussed in our prior post, Review of Income Tax Deduction Rules for Charitable Gifts, an income tax deduction up to fifty percent (50%) of the taxpayer's adjusted gross income is allowed for gifts to public charities of ...
Tanja Elbaz's curator insight,
December 4, 2023 9:16 AM
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Join us on Wednesday, March 12, at noon Eastern time for a live online discussion on free or low-cost tools that can help you organize, run, and raise money for your get-together.
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Too often, the quiet power of female philanthropic leaders is overlooked. Again and again, famous rich men are afforded the lion's share of the credit for big gifts or initiatives actually masterminded by their wives or daughters....
Tanja Elbaz's curator insight,
December 3, 2023 3:21 PM
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Lugen Family Office collaborates with affluent families and successful businesses on important projects on their journey from success to significance.
Tanja Elbaz's curator insight,
December 3, 2023 3:21 PM
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Entrepreneur
Tanja Elbaz's curator insight,
December 3, 2023 3:18 PM
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Death is inevitable and, regardless of how you feel about that, there will be family left behind who will have to manage “your estate.” Now the word estate may conjure up images of Downton Abbey or an oil baron’s fortune, but if you are leaving...
Tanja Elbaz's curator insight,
December 3, 2023 3:18 PM
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When you've led one of the most successful businesses for more than 40 years, it can be hard to disassociate yourself from the identity of the company.
Tanja Elbaz's curator insight,
December 3, 2023 3:18 PM
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Research identifies eight key principles of succession for family business Mayo Advertiser Baker Tilly-Ryan Glennon has participated in a global research study through its membership of Baker Tilly International, which takes a closer look at both...
Tanja Elbaz's curator insight,
December 3, 2023 3:19 PM
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For private business owners, particularly family-owned businesses, succession planning should be a top concern. Two out of three family businesses fail to survive from the first generation to the second and only 15 percent ...
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Jerry Gilbert, left, and his son, Todd Gilbert, worked together for nearly 20 years before they started planning for succession for the family-owned Valley Cartage trucking company. (Submitted photo: Valley Cartage) ...
Tanja Elbaz's curator insight,
December 3, 2023 3:19 PM
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Speaking to a group gathered for the North Bay Business Journal's seventh-annual succession planning conference, Mr. Hansel recalled how three generations of Hansels have helped grow the company to 10 franchises and ...
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Appropriate pre-planning with life insurance means that there will be cash available to complete a business succession plan.
Tanja Elbaz's curator insight,
December 3, 2023 3:19 PM
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In this video recorded in downtown Zurich Richard C. Wilson talks about family office investment committees, their use, and a recent trend he picked up on re...
Tanja Elbaz's curator insight,
December 3, 2023 3:19 PM
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This is mistake # 8 of "How To Avoid The Top 12 Most Common Mistakes in IRA and Legacy Planning". Visit http://themoneytalkshow.com and http://acquirecapital...
Tanja Elbaz's curator insight,
December 3, 2023 3:18 PM
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Curated by Enzo Calamo
Enzo is the CEO of Lugen Family Office, CEO of Medici Family Office, a best selling author, and a social entrepreneur. Enzo is the most trusted Consigliere to several UHNW families and a sought after speaker.
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