These estate planning tools may also help in exit planning.
Discover a pair of underappreciated exit planning vehicles. Charitable remainder unit trusts (CRUTs) and charitable remainder annuity trusts (CRATs) are commonly seen as estate planning tools. What frequently goes unseen is their value in exit planning for business owners.
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Email: greg@fergusonfinancialinc.com
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We created Ferguson Financial, Inc. to work as your personal financial advisor offering you a wide range of wealth management solutions including financial planning, estate planning, investment management, risk management and investment planning. We proudly serve clients from Minneapolis & St Paul, Minnesota, as well as the surrounding communities.
Previous Awards were received for
2006, 2007, 2008, 2010, 2011, 2012, 2014, 2015, and 2016
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