There are generally two main reasons why you would start the process of estate planning: to protect any minor beneficiaries in your care or to protect adult beneficiaries from making bad decisions. As part of that process, your finances are reviewed and your retirement plan is taken into consideration. That said, our world has dramatically…
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Top 3 Reasons Acquisition Deals Fall Through
If you've ever entered into a merger or acquisition negotiation, you know that what once seemed to be a straightforward transaction can quickly go sideways. There are a variety of reasons that these deals fall apart, many of which might seem like the kinda thing that only happens in the movies. However, there are a…
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5 Mistakes to Avoid if You Plan to Buy a Small Business in 2021
5 Mistakes to Avoid if You Plan to Buy a Small Business in 2021 The process of buying a business in North Carolina takes time, energy, effort, and money; all of which are often wasted by many entrepreneurs and investors as they fall prey to several common oversights, omissions, or inaccuracies. As such, today we'll…
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Lessons Learned from Covid-19 about Estate Planning – Part 1
Too often, we find that adults wait until their twilight years to think about estate planning, which is all fine and good if you're fortunate enough to live a long life. However, if there's one thing that Covid-19 has shown us, sometimes the unthinkable happens. As such, this pandemic has shown us just how vitally…
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