Preview Mode Links will not work in preview mode

Retire With Integrity Podcast with Brian Bowen

Dec 3, 2020

Do you have a legacy plan? Does your financial plan include an estate plan? How can you protect and provide for future generations?


Read more and get additional financial resources here: 


What we discuss on this show:

0:16 - Are you worried about your future heirs being able to manage their inherited wealth?

1:50 - What are some of the rules and restrictions you can put on it?

3:58 - Will the family business be passed down?

5:50 - What’s your succession plan with your business?

8:09 - Are you trying to make sure your kids and grandkids are taken care of?