Archive for the 'Family Succession Planning' Category

Issues that Arise with an Incapable Spouse- Hull on Estate and Succession Planning #162

This week on Hull on Estate and Succession Planning, Ian and Suzana pick up on the last couple points on the Canadian Conference on Elder Law put on by the Canadian Bar Association conference in Kingston, Ontario on June 9, 2009. They discuss another topic that will come at the conference; the question of family [...]

Enterprise Rent-a-Car Family Video CAFE

Enterprise rent-a-car family video. Interviews with the Taylor family on succession and how they are doing in the company.
Duration : 0:6:12

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Technorati Tags: brock, CAFE, car, enterprise, family, MJS, Planning, rent, Succession, taylor, typical, University, voth

Letting Go: Succeeding with Succession

A major priority of any successful succession plan is ensuring that power and authority are truly transferred. Making sure the first generation is comfortable with its own plan is the focus of this short excerpt from Succeeding with Succession – Expert Perspective by Les Banwart. Les has helped many family businesses deal with the challenges [...]

Farm Journal Legacy Project Meet the Esther Family

U.S. Farm Report chronicles conversations and developments as Legacy by Design guides the Esther family (Beardstown, IL) to achieve their succession planning objectives. For more information, please visit www.FarmJournal.com.
Duration : 0:4:10

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Technorati Tags: agriculture, Farm, farming, generations, [...]

Transferring the Family Cottage – Part 5 – Hull on Estate and Succession Planning #173

This week on Hull on Estate and Succession Planning, Ian and Suzana continue their discussion of the most efficient methods for transferring the family cottage. Ian and Suzana discuss the effectiveness of using a trust or legally binding agreement for the beneficiaries and how to create one.
If you have any comments, send us an [...]

The Benefits of the Family Meeting

This week on Hull on Estate and Succession Planning, Suzana Popovic-Montag speaks with Rodney Hull about the benefits of holding a family meeting to discuss estate matters while the testator is still alive. They both extend their condolences to the family of Ted Rogers, who passed away today.
If you have any comments, send us an [...]

Succession Planning: A Strategy for the Next Generation

The AgDay series “7 Habits for Successful Farmers” addresses succession planning for farmers and agribusiness owners.
Duration : 0:4:21

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Technorati Tags: Family Farms, Legacy by Design