A retired doctor and his wife had already downsized from the family home to a condo in the city before I met them. Now they came to me with another consideration. Their children now have had kids of their own, and the couple wondered if they could purchase something in the suburbs again to be near the grandkids without wrecking their financial plan.
Business continuity and wealth preservation
One of the most challenging aspects of a business transition, such as a sale, merger or acquisition, is maintaining...
