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Estate and Succession Planning

Business Sales Estate and Succession Planning

Kim Mehring had the privilege of attending the Estate and Succession Planning event organized by Integro Bank. We express our sincere appreciation to Elaine Szeto and Thomas J Inserra for their efforts in arranging these events. 

Samuel Richardson, a representative from Phocus Law, delivered a presentation discussing the importance of obtaining appropriate legal documentation to facilitate a smooth selling process, whether it is due to external factors or voluntary decisions. These breakfast sessions provide an excellent opportunity for learning and networking with individuals.

Francisco Tort pictured is part of the Integro wealth management team