Smart Money
Lee M. Gatta, CLU®, ChFC®, AEP® is a board member of the Community Foundation and financial advisor who offers financial planning, insurance, and investment advisory services.
He focuses his practice in the areas of New York elder law, Medicaid, trust and estates, guardianships, and special needs planning.
Imagine the difference we could make in our community if $55 million in grants were available to our local nonprofit organizations each year.
When it comes to planning of any kind, there is no time like the present!
Preparing for a business sale involves assembling a team of advisors, reviewing financial and estate plans, assessing the transition, and creating a plan of action.