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Archive for Month: January 2020

3 Interesting Modern Business Succession Topics

The business world is changing, and that can impact a family’s succession plan. When much of the family’s wealth is tied up in a family

4 Estate Planning Questions to Get Started

Estate planning is something you have never addressed because you just did not know where to get started. Now you’re thinking you absolutely want to

A Concerning Trend Shows Women Don’t Make Financial Decisions

Are you married, in an opposite-sex marriage? If so, how do you and your spouse make financial decisions? Who tends to handle the finances more

Estate Planning After Getting Married Again

You got married 20 years ago, had children and got divorced. Now you’re getting married again. Is it time to think about estate planning? Do

Staying in Your Home to Leave it to Your Children

You want your children to have your house after you pass away. However, you do not want to give it to them as a gift

Do Employees Stay As Your Business Changes Hands?

As you prepare to move on from your business, you start thinking about your employees. Do they now face an uncertain future? Or will they

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