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Has Your Business Lost Value in the Pandemic? Here’s a Silver Lining for Your Estate Plan.

Kevin Donohue, CFP®, AIF® | April 5, 2021

The Covid-19 pandemic has brought with it significant collateral damage and thrown shrapnel everywhere.  But for some business owners, there could be a significant estate planning opportunity to seize.

This material is not intended to replace the advice of a qualified tax advisor, attorney, or accountant. Consultation with the appropriate professional should be done before any financial commitments regarding the issues related to the situations included are made.

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Kevin Donohue is a partner at Legacy Planning Partners who specializes in helping families with complicated finances organize their affairs, document their goals and identify strategies to help them reach these goals more effectively. He combines nearly 20 years of financial services experience with cutting edge technology to deliver his clients integrated solutions to simplify their complex financial reality.

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