Business Intelligence

Estate Planning Opportunities In A Poor Economy

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Executive Summary

The natural tendency in a bad economy is to "Circle the wagons" and wait until the problem goes away. The reality is that times like these provide significant opportunities for those in a position to seize them. When the economy takes a breather or retreats, it allows us, sometimes forces us, to review and re-evaluate and prepare for the next period of growth. It also allows financially successful individuals a second chance to do things they regret not having done previously with respect to estate and business succession planning.

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