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May 29, 2024

On Wednesday, May 29, Trusts & Estates partner, Alfred Casella spoke on a panel for Exit Planning Exchange (XPX) on the topic of successfully navigating life after a business exit. 

Titled, "Nailing the Exit: What Happens for the Client After the Deal is Done," the session provided insights into wealth management, tax implications, estate planning, legal considerations, healthcare and lifestyle adjustments post-exit. Alongside panelists Andrea Harrington from FML CPA and Carlos Salmon from Wooster Square Advisors, Alfred discussed proactive strategies individuals and business owners can use to ensure a seamless transition and long-term financial security. 

In his practice, Alfred helps clients achieve their unique estate planning goals. He works with individuals, families and business owners to plan for their family members, assets, charitable goals and business succession. 

XPX Hartford is a network of trusted advisors to privately-held businesses. Its mission is to build strong, collaborative local business ecosystems that view exit planning as a holistic exercise along the entire life of a private business. 

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