Family business owners are notoriously bad when it comes to estate planning. Too many demands and busy seasons are often cited as reasons to put it off, but as much as we don’t want to think about our own mortality or the painful loss of loved ones, there are numerous advantages to advanced planning. A […]
Bea’s Blog: Planning for Loss and Establishing your Family Business Legacy Read More »
Procrastination – to put off INTENTIONALLY the doing of something that should be done. We’re all guilty of this form of avoidance behavior, often giving in to feeling good now by delaying the task to do later. Family business owners often procrastinate when it comes to planning their estate, but doing so can be a
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At a recent Women in Family Business Peer Group at the Conway Center for Family Business, we discussed how important it is for women in family owned businesses to know how to read financial statements. There is no way for a woman to take over leadership if she shies away from the financial side of
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Our family business and service provider members are in the news and busy making Central Ohio an even better place to live, work, and play! Member Events First Merchants Bank You are invited to join us for the 8th annual Recycle-O-Rama event happening Friday, April 21. Need to do some spring cleaning? Don’t throw anything
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Creating a trust is an essential component in your estate planning, but boilerplate trusts can often derail or negate the personal goals of your trust. Boilerplate trusts use form language and lack individual thought. They are not personal to you. They are often obtained from the Internet or from software used by many Ohio lawyers
Bea’s Blog: The Importance of Trusts – Not Boilerplate! Read More »
We touched on wealth transfer at our last monthly meeting and now we’re going to take a closer look. Join Meredith Sugar of Taft/ Law on April 14th as she covers: Real Estate Transfers Insurance needs, including key employee Philanthropy Equity for family members who don’t work in the company Trusts and more… This one-hour,
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Potential Phone and Phishing Scams From Conway Center Service Provider Gryphon Financial Partners As we are in tax season, we thought a good time to remind you to be aware of potential IRS phone and phishing scams. One of our employees recently received a phone call from someone claiming to be from the IRS,
Its Tax Time: Potential Phone and Phishing Scams Read More »
5 Essential Questions in Life and How They Relate to Family Business by Bea Wolper, Emens & Wolper Law Firm The Women in Family Business Peer Group at the Conway Center for Family Business discussed the ‘5 Essential Questions in Life’ delivered by Dean James Ryan as part of his commencement speech given at the
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3 Reasons Why You Should Participate at Tradeshows Kim Gongwer, ProForma Graphic Impressions 2 There is no better boost for your business than a trip to an industry tradeshow, the ultimate networking playground! Whether you are an attendee or participant, the tradeshow floor can do a great many things for you and your company. These
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Community engagement is a hallmark of many successful family businesses. Family business leaders make giving back to the communities that support them a pillar of their businesses. Indeed, each fall, the Conway Center for Family Business honors and celebrates many family businesses who are exemplary stewards of our Central Ohio community at its annual awards event.
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