Thinking of exit and estate planning in tandem, allows owners to ask relevant questions to bring their entire picture into focus.
Should inheritance be spent on sports cars and jewelry?
When transferring wealth to the next generation, many families prefer to make gifts to younger family members in trust, rather than gifting the assets outright. Gifting assets to a trust has many advantages, including asset protection, tax planning and maintaining family control until the beneficiary reaches adulthood.
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