Mitlin Minute: Succession Planning

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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?

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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.

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