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Why You Should Create a Family Office and Succession Plan

September 11, 2024 by Legacy Tree Genealogists Leave a Comment

Many think they have unlimited time to organize a will, structure finances for descendants, and transmit the most important life details to their children and grandchildren. But sometimes, life gets in the way - illness, incapacity, and death come sooner than expected and can leave descendants to unravel the complications left behind. That happened to Josh Kanter, son of tax lawyer and venture capitalist Burton Kanter. "When my father passed away from cancer in 2001, I was in the room, and … [Read more...]

Filed Under: Uncategorized Tagged With: Family Office, leafplanner, Succession Plan

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