Estate Planning is generally considered  a multi-faceted process, encompassing everything from creating  an inventory of assets and liabilities and determining how one would  like their assets distributed upon death, to structuring a plan ...

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Sadly, only one-third of family-owned businesses  survive the transition to the second generation. And from those,  only one-third again will survive to the third generation, leaving  the chances of your grandchildren taking over your ...

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Tax planning is the process of structuring your  financial affairs within the applicable rules to allow you to  defer and/or reduce the amount of taxes payable. Paying  taxes is an unavoidable reality. That being said, certain strategies  exist to ... 

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Retirement has a different meaning for everyone. For  some, retirement means spending time with their grandchildren,  travelling or lowering their golf handicap. Others may prefer to keep  working or perhaps start a new business venture ...

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Risk management is the process of identifying the personal and business risks that a family faces in the running of their business, and then applies prudent strategies to help minimize, eliminate or transfer these risks.  Risk can come in ...

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Legacies are made in many ways – whether it’s the values you instill in your family, the mark you make on your business or how you impact others.  Some families strive to leave a charitable legacy in the form of a donation to a cause that has personal ...  

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