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The ABC’s of Succession Planning

If you own a family business and are planning on retiring soon, succession planning is the first step to take before you move on to your new journey. When the family is involved it tends to complicate the process of planning for what’s ahead. That’s why our experts...

Tax, Trust and Estate Planning for High Net-Worth Families

Tax, trust and estate planning on your own can be intricate and risky. This means dealing with state taxes, probate courts, unfair appraisals, health care concerns, life insurance, IRA’s 401 K’s and the list goes on. Being aware of your legal and financial rights can...

Planning for Retirement in Your 50’s

Mostly everyone looks forward to retiring but as you get older it’s important to start thinking about how to plan for it. Whether you think you’re ready for retirement now or still need to continue saving, it’s never too late to get where you want to be so that you...

Top Reasons Why You Need a Certified Fraud Examiner

Your business deserves to thrive. That’s why it’s important to think about having an, in-house Certified Fraud Examiner to help keep your business on top. A certified fraud examiner, or CFE, is someone that focuses on looking for fraud within an organization and...