General Business BUS206 Lecture Notes - Lecture 8: Financial Planner, Pension, Capital Gain
5 Jun 2018
School
Department
Course
Professor
How Do I Help Prepare Retiring Family Members?
Advisors
⚫ Accountant
⚫ Financial planner
⚫ Lawyer
⚫ Personal advisor
Need / want identification
How Do I Help Prepare Retiring Family Members? cont’d.
Retirement plan
Estate plan
⚫ Living Will
Succession plan
What are the Legal Issues?
Tax issues
⚫ Capital gain
⚫ Probate fees
⚫ Bequeathing
⚫ Estate freeze
Legal form
Insurance
Alternative compensation
What Takeover Problems Will I Face?
Second generation pitfalls
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