I always laughed at my Mother’s jokes. Not because she was necessarily clever, but because I was. It’s always a wise thing to let those in authority think, if they prefer, that they are the funniest person on the premises. She had one I remember that went something like this: Q: “What’s worse than finding a worm in an apple?” A: “Finding half a worm.” Good talk, right? Indeed! Especially when planning for family businesses. Consider: Q: “What’s worse than having none of your kids … [Read more...]
About the Author
Tom Virkler, JD CLU, is Director of CPS Advanced Markets, where he assists brokers, as well as other professional advisors involved in casework with clients, concerning matters of estate and business planning, and issues of income and transfer taxation that attend the sale, implementation and administration of a case. Tom can be reached by telephone at 805-597-3636 and can be emailed at tom@CPSAdvancedMarkets.com.