Integrated estate and succession plans ensure a much better outcome for business owners keen to secure their legacy. Here’s why a dual approach is so powerful.
For many private business owners, their company is not just a source of pride but also the cornerstone of their personal wealth. Ensuring the longevity of that value — both for the business and their family — requires careful, proactive planning.
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Source: Kiplinger | Published: 2026-03-26T09:30:00Z
Credit: Kiplinger
