The focus for most business owners is frequently on business goals. Yet most go into business with personal and financial goals such as providing for their families and creating wealth. A key component of succession planning for business owners that is completely overlooked or not attended to correctly is planning for unexpected events such as…

Greetings Everyone, I have just returned from a trip to the country where I have been helping clients with their transition and estate planning requirements. An important part of most transitions and estate plans is insurance.Frequently, I notice insurance policies that have been set up without due regard to the clients circumstances and objectives. Better planning…

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