Causeway is dedicated to helping you get from where you are to where you want to be. Whether you are a young professional or a an experienced veteran, starting a burliness or expanding an existing one, starting a family or watching your kids grow up, Causeways can make sure that the path under your feet is a sure one.
Typically, when we think about estate planning, we think about moving money from one person to another after death. Or maybe about making sure our dependents are cared for by the person we think is best able. But estate planning goes beyond those two points. If done correctly it can ensure that family members are more united during a crisis or tragedy or ensure that your wishes are met even if you are unable to communicate them.
If you are your own boss you know what it is like to have others depend on you. Your family, clients, and employees look to you for support and direction. Succession planning goes beyond picking out your heir apparent. If done correctly it can create a more efficient and better defined structure for your business. This improves many outcomes, including increased value, continuity, and liquidity.
If you are just beginning your career or into your second or third, a plan is essential. Even if you work for someone else it is always good to know what the next step in your career development is going to be. If you are your own boss it can be difficult to know how best to develop what you have into something more.
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