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Over the past 25 years the Advisors at Creative Edge Planning have assisted our clients regarding the disposition of their estates and businesses. This is accomplished
by fusing the client's subjective information with his/her objective data into a cohesive plan. Subjective information
takes into account a client's thoughts, feelings and desires while the objective data includes financial information and
current documentation. The end result is a strategy for the business and a plan for the estate that meets the client's
objectives, enhancing the client's confidence and and help assure family harmony.
Too often, estate and business succession planning is done with an eye toward the tax and financial aspects only, ignoring
the very important impact of family dynamics. Typically, this leads to plans that implode since the desires, fantasies
and/or negative feelings of family members will serve to undermine not only the tax and financial objectives but also may
destroy the family harmony.
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