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Continuity Planning

The continuity of business interests or real estate to be kept in the family is an important aspect of our process. Most of our clients own a significant asset which needs specific attention. Most often, this is ownership in a privately held business. Often, there is a critical decision to be made. Will the business be sold, go public or be passed down to the next generation?

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Philanthropic Planning

We have advised many clients in the creation and structure of a family foundation which has brought personal gratification to multiple generations. The positive benefits to the family are often more substantial than the tax savings.

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Retirement Plan Services

We work closely with business owners who value their employees and have a desire to provide for their retirement.  They also are concerned about their retirement plans meeting best practices.  As an independent consultant, we help our clients manage their retirement plan team.