Hosted by Cassie Monger and Rachel Bork, the Legacy Leaders Podcast will focus on all things related to family business planning, transition & succession planning, estate planning and EVERYTHING in between. Planning for change is inevitable and keeping focus on priorities and objectives of everyone within the family & business should always be top of mind.
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Hosted by Cassie Monger and Rachel Bork, the Legacy Leaders Podcast will focus on all things related to family business planning, transition & succession planning, estate planning and EVERYTHING in between. Planning for change is inevitable and keeping focus on priorities and objectives of everyone within the family & business should always be top of mind.
As we build on the previous two sessions regarding Estate Planning, in this episode we cover what it means to be "over the limit". We will introduce options you may consider exploring to limit your Federal Estate tax exposure.
Legacy Leaders Podcast
Hosted by Cassie Monger and Rachel Bork, the Legacy Leaders Podcast will focus on all things related to family business planning, transition & succession planning, estate planning and EVERYTHING in between. Planning for change is inevitable and keeping focus on priorities and objectives of everyone within the family & business should always be top of mind.
