An Estate Plan Designed for Reversal

Click here to read the full Dow Jones Newswire article "An Estate Plan Designed for Reversal" quoting Perry Moore, Director of Wealth Planning at Payne Wealth Partners.

Your Last Act

When Steve Jobs announced his departure as Apple’s CEO, the majority of shareholders, members of the press and Apple enthusiasts were taken aback.  When such an iconic figure steps away from the helm of a company like Apple, many ask questions like “what’s next for Apple?” and “will the company survive?”  This prompts another question that we should all be prepared to answer- “when the time comes to declare your last act, how will your company, family, or small business fare in your stead?”  

While Steve Jobs is not entirely out of the picture at Apple, his role will become something entirely different as Chairman of Apple’s Board of Directors.  We all have a responsibility to the companies for which we work, small businesses we own, and families we love to have our “succession plans” firmly in place and understood by each stakeholder.    

Stock It to Me | Evansville Business Magazine

Article quoting Chad Sander, Director of Investments & Vice President of Payne Wealth Partners.

Stock It to Me Evansville Business Magazine