Dentists: 7 steps to create a legacy that's built to last

Dec. 13, 2022
Here's how to make the most of the wealth you've worked so hard to create.

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.

Download the free whitepaper for the top seven steps you should take to create a solid foundation for your second act while making the most of the wealth you’ve worked hard to create. ⬇️