“Succession planning is about continuing the business, and may or may not be within your family, whereas estate planning is all about your family being protected and taken care of.”
Estate planning and succession planning are important parts of a financial plan, and they are two of the most important for your family and your business.
Check out the article below to learn more about the difference and how you can address each; you’ll notice a familiar name.
This blog is purely informational and designed to get you to think; in no ways should this information be mistaken for financial advice. Please consult your financial advisor to discuss how this could impact your personal situation.