How to Balance Head and Heart During End-of-the-Year Holiday Giving

Holiday preparation has reached a fever pitch in many households. Gifts have been purchased, wrapping has begun and menus have been planned.

Yet, like many of us, I still have a list of charitable gift solicitations awaiting my attention.

The Internet has made it easier for donors to evaluate a particular charity. However, the head often struggles with the heart and we end up feeling conflicted, deciding between “good” or “bad” investments.

Here a few simple steps to balance passion and reason, reduce any stress, and bring more joy to your holiday season: Continue reading

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Act Cautiously to Avoid Family Business Disputes

Whether your family business is organized as a general partnership, a limited partnership or corporation, family owners of a closely held company owe each other a fiduciary duty of care and loyalty.  Under Massachusetts law, a closely held company is … Continue reading

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Family Enterprise: Setting Up a Retirement Plan

If you are thinking about setting up a retirement plan for your family business or family enterprise, the IRS has a free webinar online which covers easy, low cost ways to start a small business retirement plan.

http://www.visualwebcaster.com/IRS/76865/event.html

Marcia M. Governale
mgovernale@hembar.com

Posted in Continuity Planning, Family Enterprise, Family Lands, Family Legacy, Family Wealth | Comments Off