The Importance of Comprehensive Exit Planning for Business Owners

by Eric Lawton

Blog

Entrepreneurs looking to sell their companies often focus solely on corporate exit planning, aiming to maximize the sale value. However, this narrow approach may lead...

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Retiring Business Owners – Plan for Succession

by Eric Lawton

Blog

If you’re a small business owner, you’ve invested a great deal of time and effort into building your company. With day-to-day demands, it may be...

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8 Financial Wellness Tips to Help Manage Generational Wealth

by Eric Lawton

Blog

Asset management and financial wellness can help develop long-term confidence when wealth transfers from generation to generation. Understanding and implementing financial wellness techniques is essential...

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The Benefits of Outside Experts To Help with Your Financial Life

by Eric Lawton

Blog

Key Takeaways:   About four out of five single-family offices have significantly increased their use of external experts in recent years. Advisors should bring experts...

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Four Ways to Ease the Tax Bite When Selling Your Business

by Eric Lawton

Blog

Key Takeaways: Installment sales can help spread out income over time, reducing your annual tax bill. Opportunity zone funds can potentially reduce or even eliminate...

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LPL Financial Research Outlook 2024: A Turning Point

by Eric Lawton

Blog

In 2024, LPL Research believes markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful...

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Here’s Why You May Need to Update Your Estate Plan

by Eric Lawton

Blog

Key Takeaways: We find that most estate plans are at least three years old—and as a result, could be out of date. We find that...

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Tis the Season for Tax-Friendly Giving Strategies

by Eric Lawton

Blog

You may donate money to charitable organizations throughout the year, for no other reason than your heart-felt desire to support causes that you care about....

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Why High-Net-Worth Investors Should Consider ESG Investing

by Eric Lawton

Blog

The world is changing. At one time, investors focused all their energy and money on generating positive returns. Today, however, many have pivoted to generating...

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You’re Smart—but Are You Emotionally Intelligent?

by Eric Lawton

Blog

Key Takeaways: Emotional intelligence reflects the ability to identify, understand and manage emotions in a variety of situations and environments. High EI can help you...

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It May Be Time To Give Your Wealth Plan a Stress Test

by Eric Lawton

Blog

Key Takeaways: Stress testing can help you see if your strategies are still likely to do what you expect them to do. When your personal...

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Year-end Tax Planning for High-Net-Worth Individuals

by Eric Lawton

Blog

As the year’s end approaches, High-Net-Worth Individuals (HNWIs) must prepare for one of the most critical monetary tasks: year-end tax planning. Due to the nature...

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