Changes in your life and business require a constant fresh look at your estate and succession plans.
At a recent family meeting, Mom and Dad lamented that they never felt finished with their estate and succession planning. They had completed significant gifts to the next generation, but still had an estate tax liability. They had transitioned much responsibility to the next generation, but still felt like they were the family glue: when they were gone, it might all come apart at the seams. When would this estate and succession plan feel complete?
WHERE IS THE FINISH LINE?
The planning for ...