Plante Moran Wealth Management (PMWM) partner and leader of estate and business transition planning practice, Dawn Jinsky, recently sat down with ThinkAdvisor to discuss how advisors should approach retirement for their business owner clients.
Many business owners face unique challenges as they approach retirement. Often, these challenges are not as straightforward as they may seem and can take years of planning to execute. Dawn dives into what advisors should do to prepare their business owner clients for a liquidity event, meet their estate planning needs, and set them up for a successful retirement.
To read the full interview, visit ThinkAdvisor below.
