Plan to succeed when it comes to preserving wealth and your legacy

https://www.podbean.com/media/share/pb-n5sby-faed04

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.

  1. What do business leaders need to know to take advantage of the current estate tax exemption?
  2. What the right goals for wealth as it relates to transfers?
  3. Thinking about selling a business? When should you start planning?
  4. What is legacy planning and why you should care?

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