A 10-step guide to estate planning (Part 2)
August 15, 2016
By Martha Sullivan, CPA, CVA/ABV, CM&AA, CEPA Partner, Succession Planning Practice Leader Estate planning is a necessary task for both individuals and businesses who want to protect their loved ones and their assets following their passing (For a guide to individual estate planning and steps 1-6, please see Part 1). For a business owner, there
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