The main takeaway: Many dentists are preoccupied with the here and now of running their practices, but advance planning is paramount to creating a legacy they can pass down through generations.
Impact on you: There are several steps dentists can take to lay a strong financial foundation, from estate planning and insurance review to succession planning and finding the right retirement plan.
Next steps: Aprio’s National Dental Practice provides the accounting, tax, practice transition and wealth management resources you need to build a lasting legacy—all from one trusted brand.
