Mitlin Minute: Succession Planning
This edition of the Mitlin Minute features the idea of succession planning. Does your advisor have a succession plan? Do you know what it is?
Please feel free to contact us with any questions at (631) 952-4466 x12.
Feel free to contact us with any topics you would like covered in an upcoming Mitlin Minute.
Disclaimer: This article represents the opinion of Mitlin Financial Inc. It should not be construed as providing investment, legal and/or tax advice.