This is a discussion of how it can be beneficial for an Estate Planning client to have a team of legal and financial professionals work together as an advisory group in order to jointly plan the components of an estate, from start to finish.
Purchasing or Selling a dental practice can be one of the most important events in a dentists career. For those who are buying it will greatly impact their quality of life for the foreseeable future. For those who are selling it can help them get to a place of financial independence in retirement, or allow them to transition into a new practice or career.
Here is a brief outline of some of the major aspects of a dental practice transition.
You can’t create wealth until you preserve it first. Each dollar lost unnecessarily isn’t just a single dollar lost, but a compounded dollar lost. A dollar not lost allows wealth to compound from a higher floor. Losses can occur from many places beyond investments: property, income, taxes and fees. It is well worth paying for the expertise of professional advisors who are able to prevent or reduce losses in all of these areas.
2061 San Elijo Ave.
Cardiff, CA 92007
13400 Sabre Springs Pkwy, 275, San Diego, CA 92128
