Estate planning is a complex endeavor, especially for owners of capital-intensive complex business’. Throw active and inactive family into the mix and trying to figure out what is fair, how to provide opportunities for the next generation without enabling them, and maintain family harmony.
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In complex family and business environments, it is imperative to lean on expert legal and tax advice who specialize in the same size business and estate as you. We are not attorneys or CPAs but know experienced advisers if you are looking for sophisticated advisory services.
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