Join me and my guest, Heath Goldman, CEO of ICON Wealth and Legacy Partners for insights on the following, plus many more questions. Don't wait to plan...plan for success.
- What do business leaders need to know to take advantage of the current estate tax exemption?
- What the right goals for wealth as it relates to transfers?
- Thinking about selling a business? When should you start planning?
- What is legacy planning and why you should care?