Episode 5 - Considerations for Estate Planning — with Mark and Alex Burns
Your Financial Plan-It · Synergy Capital Solutions
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Show Notes
One of the more intricate aspects of estate planning is wealth transfer. But what really is wealth transfer and how does it work?
In this episode of Your Financial-Plan It, David Vallieres is joined again by Mark and Alex Burns to take a deep dive into estate planning and a deeper dive into wealth transfer.
In this episode, you will learn:
- What estate planning is and the goals of wealth transfer
- The two key areas of focus for Synergy Capital Solutions when it comes to wealth transfer
- Why it’s important to review estate plans regularly
- How a wealth transfer plan can benefit business owners
- And more!
Tune in to do a deep dive on wealth transfer!
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