◀ The Principal Blog

Posts tagged ‘PLANNING’

Keep Your Legacy on Track



Do you plan to pass on a legacy to others someday? A lot of us do. Knowing that a lifetime of hard work and financial responsibility can help others in the future is extremely rewarding.

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Fair isn’t always square in transition planning



I want to tell you a story about a family business, a tragic loss and the three sons left to deal with the aftermath. It was a classic American family, husband and wife working together to make the most of their hard-earned success. The youngest son wanted to one day follow in his parents’…

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