Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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It may help your business be better prepared in the event of the death of a principal or key employee.
It’s easy to feel invincible when you’re young, healthy and have a steady paycheck. After all, the chances of something catastrophic happening to you are pretty low, right?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.