(Estate) Plan For The Worst and Hope For The Best!
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Show Notes
Description: Families fight. Even yours! Want to throw in more complication to your generational wealth and legacy transfer? How about complex estate taxes, property taxes, state jurisdiction, and trust litigation? These seem daunting for many, but the right boutique law firm COULD keep the stress levels to a minimum and taxes at least bearable.
That’s why we sat down with attorney and partner Jeff Stephens at GVM Law, a boutique firm that focuses on high-end estate planning and wine law. Jeff walks us through some of the fears and complexities experienced when planning to transition a legacy from one generation to the next. One message he makes clear: early planning is more advantageous than rushed, last minute planning!