At The Faatz Meyer Group of Wells Fargo Advisors, we work to guide you through life’s complexities and plan accordingly to help you work toward your financial goals. Our process begins with getting to know your story so we can understand your financial needs. We seek to provide you with excellent customer service and ongoing investment education so we can help you preserve and distribute your wealth however you see fit.
Could My Family Benefit from a Family Limited Partnership?
Effective estate planning should address wealth transfer from a practical and cost-effective approach. One estate planning strategy that families with closely held businesses should consider is the family limited partnership.
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