Publications


Articles

Albridge Solutions Brochure

Cash Edge

Long Term Investment Focus

Making Your Business Work for You

Managing the Tax Consequences of Large IRAs


Case Abstracts

The Life Cycle Buy-Sell

Modern Portfolio Theory


Exit Planning Articles

Exit Routes for Executives

Inevitabilities

Transferring Wealth to Children: A Primer for Business Owners

Using Short-Term Key Employee Incentives to Increase Sale Price


TrustDesign in the News

Cutting Red Tape to Permits - Milford Daily News
Dan was personally invited by Governor Mitt Romney to speak at this event!

Representative Richard Ross - Press Release
Dan is quoted in this press release from Rep. Ross'
office. A picture of the event is included in the release.


Additional Information

Recommended Reading List