Our Thoughts On

Navigating Leadership Change: The Role of Internal Audit in Succession Planning

Why is succession planning crucial for strong leadership and how can internal auditors help? Succession…

Succession Planning

As the baby boomer generation continues to retire at a rate of 10,000 people per…

Be Prepared with an Estate Plan

It can be difficult to start the estate planning process as it involves thinking about…

A Challenge to a Common Estate Planning Tool Reaches the Supreme Court

A case with estate planning implications is currently before the U.S. Supreme Court after split…

“Constructing” Your Estate to Meet Your Needs

As an owner of a construction company, at some point you will need to determine…

Planning Considerations for Business Transitions

When assessing the future of their business, it’s never too early for an owner to…

SD Auto Advisors Continue to Work on Our Own Succession Plan

I must say, I am proud of our SD Auto Advisor Team at Schneider Downs.…

Personal Finances as a College Student

College can be a daunting time. The constant stress of academia, maintaining relationships with friends…

Are Your Digital Assets Lost Forever?

If you are not careful with your estate plan, your digital assets may be stuck…

Succession Planning: Begin before the End

In my last article, I started to discuss the importance of estate and succession planning. Today,…