Succession planning

Road trip
John and Jane Doe, both in their early 50s, are the proud owners of a successful small business. They don’t often have time to talk about big picture items, like retirement or succession planning. A friend of theirs in a similar situation had a sudden fatal illness and without any form of plan in place, his grieving family was struggling to transfer ownership. John and Jane are determined to avoid making the same mistake. They asked a wealth management advisor for directions on how to make the most of their business.

Sponsored by Assante Capital Management

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