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What is an estate freeze – a primer, my weekly blog

A wise person said, “Death and taxes….both a certainty in life.” The purpose of an estate freeze is to 1. establish with certainty the amount of the taxes that would be due on the passing of the owner of a … Continue reading

Marathons – an analogy, my weekly blog

Marathon training and running the race itself are a great analogy to your succession plan. They both require – commitment, – regular training with input from a coach or others, and – take a long time. I have not run … Continue reading