Maintain the value of your estate so that it can be passed down to your loved ones when the time comes. In this episode, Steven Goodman shares with us something that’s not talked about too often but is incredibly important: Business Succession and Estate Planning.  He’ll also share his expertise in creating advance plans and determining who should inherit your assets.

Key Takeaways To Listen For

• Overview on estate planning
• Pros and cons of trust and will
• Best time to reevaluate your trust
• Strategies of the wealthy people
• Family trust vs LLC
• Issues involved in estate planning
• Outlining the intentions clearly and documents needed for estate planning

Resources Mentioned In This Episode

• Business Succession Planning by Steven Goodman
• Podcasts Interviews: https://stevengoodman.biz/podcasts/

About  Steven Goodman

For more than 30 years, Steven Goodman, President, and CEO of SHG Planning has provided insightful solutions to the challenges of business succession, wealth preservation, retirement, and charitable planning.  

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