Tag: wealth transfer

Family Business Legacy Planning
The Family Business: Leaving a Legacy

Examining opportunities for family business owners to leave legacies for their families through estate planning…

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Grantor Retained Annuity Trust (GRAT)
Estate Planning Opportunity: Grantor Retained Annuity Trust (GRAT)

A GRAT is an irrevocable gifting trust that can make for a compelling estate planning…

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Building a Future for Your Family Business
Building a Future for Your Family Business

In this whitepaper, we examine some of these challenges facing today’s family-owned businesses as well…

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