Estate and Business Succession Planning

Estate and Business Succession Planning is an important part of financial planning.  It can reduce income taxes and estate taxes for you and your heirs.  Good planning can also provide asset protection, creditor protection, and protection in the event of marital disputes.  SS+D Financial’s principal, Mike Moloney, is a member of the Estate and Business Succession Planning Department at the law firm, Sebaly Shillito + Dyer, where he has 25 years of experience practicing in this area.  The combination of Mike’s in-depth estate planning knowledge, his financial planning experience, and his training as a Certified Financial Planner (CFP®) results in higher value for SS+D Financial clients.