Long-Term Planning Leads to a Multi-Generational Family Business Legacy.

Fifth Edition of our Vision Magazine. Download here.

Magazine Contents:

1. Questions Our Clients Asked Us, and We Answered
   Mark Brandsma – What is a donor-advised fund, and should I have one?
   Rob Radloff – What is an estate freeze?
   Jeff Chapman – How much money do I have, and can I use it?
2. Article-Alter Ego and Joint Partner Trust
3. Client Story of Succession Planning
4. Article-What is Your Wealth Colour?