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Good Morning Pat!
These posts below were published in the past 24 hours.
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Strengthen Your Family Business With a Family Governance Plan
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Thank you to BNY Mellon Wealth Management for this report.It's critical to create a framework for joint decision-making in order to effectively pass control of the family business to future generations of stakeholders. Most family businesses take on the characteristics of their founder or founding family, especially in their formative years, operating under a system of consolidated decision-making commonly referred …
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Estate Tax Strategies for Business Owners
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Thank you to BNY Mellon Wealth Management for this report.It's critical that business owners leaving a large estate behind work with their Wealth Strategists to devise a plan that anticipates every eventuality and utilizes all the tools available to them. In the absence of proper planning, the death of an owner of a closely held business may lead to an …
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