Archived Insights

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How to groom your business for sale
July 2022
If you are considering selling your business, properly preparing it for sale can help streamline the process by eliminating some of the unnecessary delays and expenses.

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Couple walking arm in arm

Leveraging a Spousal Lifetime Access Trust
February 2022
Understanding the key features of SLATs can help you to determine whether taking advantage of this technique could reduce your potential estate tax burden in the future and ultimately pass more wealth to your heirs.

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When a spouse passes away