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Father Knows Best

By John Culbertson posted 06-11-2017 14:15

  

I’ve written about this concept a lot: Commercial real estate is complex and becoming more so. This Father’s Day, I am reminded of how my father taught me how to make complex issues simple for clients. During my dad’s career, he helped many of the old families in the Carolinas perform estate planning. His preferred method was through complex and highly structured insurance plans, many of which are common today but which he helped pioneer back in the early ‘70s. Many of his clients were busy running textile mills and furniture companies, not reading up on the details of onerous tax laws, and my father had to make these complex plans simple for his clients to understand.

Read more here: http://cardinal-partners.com/blog/2017/06/father-knows-best/

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