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If starting and running a successful business is difficult, doing the same as a family business can seem next to impossible. You can avoid the pitfalls by setting and following some ground rules. Here are a few to consider:
Unlike other businesses, your family firm may want to structure a financial plan to help family members assume ownership while you work, after you retire or in the event of your death.
Also consider how you might equalize your estate for family members outside the business. Often, life insurance can provide a cost-competitive way to do this.
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Tax and Financial Solutions, Inc. and LTM Client Marketing are unrelated companies. This newsletter was created by LTM Client Marketing and was not written or created by the named financial professional and does not necessarily represent the views and opinions of Avantax Wealth Management® or its subsidiaries.
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