Estate Planning

Help clients sell their companies

We specialize in the sale of privately owned companies and get a lot of interesting questions.

By Mark Groulx |June 3, 2013

3 min read

Financial planning includes death

Last week, North America’s biggest funeral company, Service Corporation, ate up Stewart Enterprises last week for $1.4-billion.

By Staff |June 3, 2013

1 min read

NYC hospital wooed isolated heiress for money

Beth Israel Medical Center let copper heiress Huguette Clark live in a hospital room for 20 years while various officials campaigned her for donation dollars, says the New York Times.

By Staff |May 31, 2013

1 min read

Move assets out of estates before death

Legacy: everybody has a different idea of what it looks like. But excessive taxes, legal hassles or family conflict shouldn’t be part of it.

By James Dolan |May 30, 2013

3 min read