
Having a Business Succession Plan is Not Just for You
As closely held business owners know, their financial plans, retirement plans, and estate plans are inextricably linked to the value of the business.
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As closely held business owners know, their financial plans, retirement plans, and estate plans are inextricably linked to the value of the business.

Anyone with a child with special needs understands the need to prepare for the future. A trust is always a good place to start, and figuring out a savings goal for that trust is a key part to your planning.

New rules let some individuals put away more money in these plans, while still preserving their benefits.