Feb 4, 2023
On this podcast, Karl Eggerss discusses liquidity events, whether it's selling your business or an inheritance. What are all the various aspects you need to think about? Have you considered the tax burden, the structure of your estate, the effect it will have on your family and future generations? Karl runs through a checklist of items that will help prepare you and your family.
Plus, a winter storm hit Texas recently. Are you prepared in the event you didn't have power for 24-48 hours?
Topics discussed on this podcast:
- Liquidity Events
- Selling A Business
- Inheritance
- Estate Taxes
- Generational Wealth
- Prepping for Storms
- Generators
For more information, go to https://www.creatingricherlives.com
For suggestions or questions regarding the podcast, email info@creatingricherlives.com
#investments #stocks #bonds #financialplanning #liquidityevent #sellingabusiness @CAPTRUST