Silver Transitions is a San Francisco Bay Area financial firm serving business owners, executives an
Since 1937, Silver Transitions has sought to bring clarity, organization, and simplicity to financial legacy planning. We are here to help our clients think about the future of their families, businesses, and estates and help create certainty that they are on the right path. At Silver Transitions, we put not only our own considerable experience to work on your behalf, but also the knowledge of the
08/31/2018
Follow these steps to ensure the long-term survival of your business…
The Next Generation of Your Business Many business owners mistakenly believe that succession means finding one strong candidate to take over the role of the retiring leader.
08/29/2018
This article is about the family ownership dramas that roil the NFL…
NFL Succession: The Family Ownership Dramas That Roil the NFL Vaulting ambitions, shifting allegiances, dynastic dreams—like any high-stakes family business, NFL team ownership can be riven by rivalries, competition and succession struggles. In an era of soaring franchise values and intense public scrutiny, internal feuds that foster instability and uncertai...
Monday Motivation: "Success is just a never-ending process of trying to become better and better at whatever you want." - John Traver
08/24/2018
Here are some retirement-plan investing mistakes people don’t realize they are making…
5 big retirement mistakes people don't realize they are making The biggest retirement-investing mistakes are easy to avoid. It's the ones 401(k) investors don't even know exist that can be more dangerous.
Monday Motivation: "Arise, awake, and stop not till the goal is reached." - Swami Vivekananda
08/17/2018
New research predicts that the new tax law will reduce charitable giving by 4%. Take a look…
Will Tax Reform Reduce Charitable Giving? New research predicts the new tax law will reduce charitable giving by 4 percent.
Monday Motivation: "The function of leadership is to produce more leaders, not more followers." ~Ralph Nader
08/10/2018
Baby boomers are the wealthiest generation in American history and they're about to pass down those riches over the next few decades. Take a look…
$30 trillion is about to change hands in the US Your estate might not be as large as you had hoped if you don't take the right planning steps.
Monday Motivation: "People often say that motivation doesn’t last. Well, neither does bathing - that’s why we recommend it daily." ~Zig Ziglar
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