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Estate Planning – Structuring Around Business Transitions
I met with a new client in his early 50s about 2 years ago – one who had started a successful company and done some basic estate planning years ago. He and his wife were ready to tackle some deeper estate planning topics – updating their old documents, considering business transition, and how their now-adult children would factor into the plan. After an introductory meeting with the couple, they took a scheduled trip abroad, and he suffered from a sudden medical condition which put him in hospital overseas. He tragically died there one week later.
PORTUS WEALTH ADVISORS
Charting Opportunities
Discover the essentials of business valuation and how to maximize your company’s value as you plan for financial independence. This kick-off event covers everything from valuation approaches to preparing for a successful exit.
