SURVIVAL KIT—Risks of a family-owned business (Fall 2007 Newsletter)

One of the strengths of a family-owned business is often the simplicity of management structure. A relatively small group of individuals, sometimes one key owner/manager, makes the critical decisions that make the company run. >>Read More




Click here to read actual client & professional advisor comments.

Our Privacy Policy

For the past 30 years, Don has worked with family-owned companies to develop exit strategies for the owners, facilitate the transfer of the business to future generations, and, in some instances to create special employee groups to buy the companies. He currently serves a clientele in 36 states and 4 foreign countries. >>Read More

In Partnership with the Tax & Financial Group



Pass It On, Inc....helping families answer some of the most difficult financial and family relations questions they will ever face.

Our company has been serving families for over fifty years. Longevity implies stability, competence, success, and dedication. We’re here today and will be tomorrow…passing it on.


Planning Concepts
Stock Protection
Stragetic Contingency
Tandem Trust
Personal Estate Decisions
Key Person LLP
Minority Shareholder BuyoutFamily Partnership
IRA Rescue Plan
Second Generation
Partners Protection
Split Dollar
Stewardship Retirement
Key Employee Group Diagram
Tax Wise Estate Plan Outline

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Disability Income Insurance

How much Disability Income Insurance do you need?

More Calculators →

New Lease on Life

Can your risk-protection strategy benefit from a whole-life insurance policy?

The World Is Your Oyster

If you want to expand your portfolio’s geographic boundaries, international mutual funds may be a good option.

Define Your Own Benefits

Everyone wants to be a happy retiree someday, but there's a big problem.

Fuel for the Economy

The world has become so dependent on oil that most economies simply could not exist in their present forms without it.

More Newsletters →