Estate planning - what it is and the pitfalls of doing it poorly
Автор: Executive Financial Group
Загружено: 2025-02-04
Просмотров: 1
Steven Sabo shares several stories of estate planning and succession plans gone wrong. He then describes the different ways that an advisor can help someone setup the right processes to grant a deceased person’s wishes. Steven also talks about how improper planning can leave heirs with a major tax burden and ways to avoid that. Steven also talks about some inspiration he got at a recent event in Atlanta from Coach K and quadriplegic athlete Kyle Pease.
Ready to build your retirement plan? Visit https://executivefinancialgroup.com/ to connect with Steven and his team today!
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