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Dave and Kathy, both age 58, own and operate an antique shop that they plan to run it for as long as possible and then
Dave and Kathy, both age 58, own and operate an antique shop that they plan to run it for as long as possible and then pass along to the family. The business is worth $500,000 and the couple's other assets are worth $500,000 in total. Only one of the couple's three children is interested in continuing the business. As an agent, how might you suggest the couple leave their assets?
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Here are a few suggestions on how Dave and Kathy in your scenario might consider leaving their assets 1 Combine a Will and Trust Will This outlines th...
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Personal Finance Turning Money into Wealth
Authors: Arthur J. Keown
8th edition
134730364, 978-0134730363
