Smart Money

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Blogs

Charitable Consideration as Your Clients Prepare for the End of the Year

When it comes to planning of any kind, there is no time like the present!

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Blogs

Three Pivotal Questions for Your Clients

Asking good questions is the best way to get good answers.

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Blogs

A Business Sale is More Than a Transaction. It’s a Major Life Transition.

Preparing for a business sale involves assembling a team of advisors, reviewing financial and estate plans, assessing the transition, and creating a plan of action.