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Business Succession Planning

Estate Planning Challenges When Your Primary Asset is a Family Business (Pt. 2) – Carrillo Family Manufacturing, Inc.

The Carrillo family owns a small manufacturing business that has been thriving for decades, specializing in custom metal fabrication. Mr. and Mrs. Carrillo, the founders of the business, have four children: Emily, David, Sara, and Marco. However, only David and Marco have chosen to work in the family business, while Emily and Sara pursued different

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October 12, 2023
Manufacturing facility
Business Succession Planning

Estate Planning Challenges When Your Primary Asset is a Family Business (Pt. 1)

Estate planning is a vital financial strategy that often takes a back seat in the lives of many families. When your primary asset is a family business, the complexities of estate planning can increase significantly. In this blog post, we will explore the unique challenges and considerations that individuals with a family business face when

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October 11, 2023
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