Small Business Saturday and the Holidays: Tips for Personal and Business Planning

In this week’s podcast, we cover two important topics: estate and business planning for 2021.

“Small Business Saturday” has a very different look across America, as the COVID crisis worsens and economic volatility looms. The need to reassess plans and be ready to pivot with new strategies applies to each of us and anyone who owns a business.

Theresa Skaine, an attorney with over 22 years of experience counseling small business owners and those starting new businesses, shares techniques to minimize liability and maximize asset protection. She also discusses the options for home-based and other entrepreneurs who are forming new businesses.

 Lou and Aaron explain the steps we can take now to plan in anticipation of federal and state deficits, and President-Elect Biden’s new proposals, to ensure a successful retirement and plan to secure your family’s legacy.