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Estate Planning Essentials for Securing your Legacy
In a short video Steven Bowles and Scott Marek discuss estate planning considerations, changes coming in the next couple of years, and interesting historical facts about estate taxes.
By Steven Bowles
07:15 PM Wed September 27, 2023
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In this episode Steven discusses how to transfer wealth without ruining the next generations. https://cameronphilgreen.com/podcast
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In this Article on Kiplinger.com I dive into the ways that the Ultra-Rich Protect their wealth and what lessons we can apply to our families. https://www.kiplinger.com/retirement/estate-planning/how-the-ultra-rich-protect-wealth
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