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Connecticut Wealth Management  |  Estate Planning  |  Legacy Planning  |  Retirement Planning  |  Wealth Management  |  estate planning  |  legacy assets  |  wealth management

How Entrepreneurs Can Plan for Non-Revenue-Generating and Legacy Assets

When you think of succession in family companies, legacy assets may not immediately come to mind. Many financial advisors, lawyers and accountants focus on advising their clients on their ownership in the family business because it generates the income that provides the client with their chosen standard of living, gives them the ability to invest, and enables them to pay the advisor’s fees.

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