Everybody dies, and many become ill or have other unplanned exit from their business with no one else having the ability to manage their assets. Transition Assurance is the process of preparing a business to be transferred to a successor.
A formal business transition plan puts the goals, priorities and strategies in place for a successful transition. Without a clearly defined plan, business owners are leaving their personal and financial future to chance and headaches for their heirs. It may become a nightmare. There are no second chances in transitioning a business.
As we age, you need a specialist in your real estate needs who is knowledgeable, experienced and understands the unique needs of seniors. Changes can occur quickly.
Are you ready? Transition Assurance Advisors helps closely held and family businesses transition to their next chapter on the death of the owner or management team seamlessly and harmoniously with complete tax planning.
This is the time to review your 401K & IRA Rollovers, CDs, Mutual Funds, Roth & Traditional IRA Accounts, Corporate Bonds, Annunities, Fixed Income Portfolios, Municipal Bonds, Common & Preferred Stocks, Government & Agency Securities, Asset Allocation Models, Money Market Funds, Portfolio Reviews & Performance Evaluations.
Take care of your estate planning process. Are you one of the millions of Americans without advance directions for healthcare, finance or business planning? Will you die without a will or living trust or business transition planning?
Not creating these documents cedes control of your health, finances or business. More than 50% of Americans die without these critical estate planning documents.
Too often, the details involved in creating an estate plan contribute to this situation. But planning does not have to be a daunting task. If you can organize the gathering of your personal and business information, you can simplify your estate planning.