Three Reminders on Gift and Estate Taxes

New Video Released on Family Business On Demand Resource Center


Estate planning may appear to be less pressing than other issues on your family business’ radar. However, the positive impact of effective planning on the long-term health of both the family and the family business is hard to overstate. In this video, Atticus Frank covers some reminders and quick to-dos to help you and your family implement your estate planning goals.

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If you liked the video, you should check out our dedicated family business site. The Family Business On Demand Resource Center is a one-stop shop for enterprising families and their advisors facing the financial challenges that are common to family businesses.  There, you’ll find a curated and organized diverse collection of resources from our staff of family business professionals, including more 5-minute videosarticleswhitepapersbooks, and research studies.

The perspectives we offer here are rooted in our experiences at Mercer Capital, working with hundreds of enterprising families in thousands of engagements over the past forty years. Our main focus is on the financial challenges faced by family businesses like yours. There’s nothing else like it, and we look forward to your visit.