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Archive for March, 2011


ESOP Coach – Kelly Finnell

Kelly Finnell (the ESOP Coach) speaks about current retirement plans including 401(k)s and Roth IRAs. Kelly Finnell is one of the nations premier ESOP and Ownership Succession Planning consultants and one of the most sought-after speakers on this subject. He has spoken at more than 200 conferences and meetings throughout the U.S. and in London, [...]

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Avoiding Trust Issues – Hull on Estates and Succession Planning #202

This week on Hull on Estates and Succession Planning, Ian discusses ways to avoid the trouble a trust creates by using insurance products. If you have any questions any comments, send us an email at hullandhulll@gmail.com or leave a comment on our blog. Duration : 0:9:40 Recommended ReadingManagement Succession Planning for Family BusinessesTransferring the Family [...]

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Working with Durakis

Chuck Durakis of Durakis Executive Search discusses what a company can expect when it retains Durakis. Duration : 0:0:47 Recommended ReadingManagement Succession Planning for Family BusinessesUncertainties in Litigation – Hull on Estate and Succession Planning #164Succession Planning for Family Businesses-Coffee and CandorCan you make my ‘experimental method’ more professional and fleshed out?Management Succession Planning Blueprint [...]

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Farm Journal Legacy Project: Meet the Dell Family

U.S. Farm Report chronicles conversations and developments as Legacy by Design guides the Dell family to achieve their succession planning objectives. For more information, please visit Farm Journal.com or Legacy-by-Design.com. Duration : 0:4:26 Recommended ReadingManagement Succession Planning for Family BusinessesTake Charge of Your Plans For Change – Elaine Froese – Farm Family CoachVideoChat – Business [...]

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Wealth Management – Wills Tax & Estate Planning, Care Home Fees Advice and Probate

The careful planning and regular review of your affairs is key. We can help you manage your affairs to meet you and your familys aspirations and concerns. Your needs and priorities are all important and we work with you to ensure your security whatever life throws at you. Kester Cunningham John (KCJ) have offices in [...]

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