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The Five Minute Financial Plan Podcast

Dec 19, 2018

Estate planning as an executive isn’t easy. It requires a lot of conversations between family members, and financial professionals. Even if your intentions are good, and you just want to ensure that your spouse, kids, and grandkids get the most out of your hard-earned wealth, it’s possible to slip up and have a large portion of your estate taxed at high rates.

So, let's dive into the estate planning basics (and beyond) for executives to help you find your estate-planning-footing!