Business Planning

Who needs estate planning?

By Bob Goldberg / May 8, 2014

You should have a plan if you want to make sure you stay in control of your financial and healthcare decision making in the event of your disability. You should also take the time to plan if you want to make sure your wealth goes to who you want, when you want, the way you…

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What is estate planning?

By Bob Goldberg / May 6, 2014

Estate planning should be a life long process of taking steps to provide for you and the people you love.  You never know when disability will strike. When most people think of estate planning they think about transferring what they own at their death. Another equally important part of planning is thinking about making transfers…

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2012 Could be the Year You Start Your Own Business

By Bob Goldberg / January 4, 2012

Before we move away from the topic of New Year’s resolutions, there’s one more New Year’s Resolution we’d like to address—that of taking control of your destiny and starting your own business. The desire to move away from corporate America and work for oneself is not at all unusual. Unfortunately, not all who make this…

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Entrepreneurs, Family Business, and Estate Planning

By Bob Goldberg / October 26, 2011

If you’re an entrepreneur, or a small or family business owner, you have more to lose if you don’t have an estate plan. An estate plan help you protect not only your family and your assets, but also the business you’ve spent years (or decades) building. A recent article at, entitled What Entrepreneurs Should…

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How Successful CEOs Keep the Family Business in the Family

By Bob Goldberg / April 29, 2011

How long will your family business stay in the family? One generation? Two generations? How about 4 generations down the line? The truth is that very few family business stay in the family beyond the first generation. Statistically, Only 40% of family owned businesses survive to the second generation, 12% to the third, and 3%…

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Money and Marriage: How to Have a Successful Business Partnership with your Spouse

By Bob Goldberg / June 7, 2010

If you and your spouse complement each other, work well together, and support each other, does it makes sense to go into business together? Can you effectively be partners in marriage, partners in parenting, and partners in business? Although it may not be easy, many couples have proven that the answer is yes—a business partnership…

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