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Our Three Cents: The Flow of Assets and Business Interest
Manage episode 347745291 series 12842
Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA of Henssler Financial are joined by attorney Arun Gupta from Reeves Law P.C., to discus how corporate documents and personal estate planning go hand in hand when it comes to business interests. While estate planning documents can be unpleasant to think about, both corporate documents and an estate plan are essential for the flow of assets when a business owner dies.
"Our Three Cents” is a spinoff podcast of “Money Talks,” focusing on good business strategies, business valuations, and business exit planning. “Our Three Cents” is brought to you by Henssler Financial.
Click Here to Subscribe to the Henssler Money Talks podcast.
819 episoder
Manage episode 347745291 series 12842
Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA of Henssler Financial are joined by attorney Arun Gupta from Reeves Law P.C., to discus how corporate documents and personal estate planning go hand in hand when it comes to business interests. While estate planning documents can be unpleasant to think about, both corporate documents and an estate plan are essential for the flow of assets when a business owner dies.
"Our Three Cents” is a spinoff podcast of “Money Talks,” focusing on good business strategies, business valuations, and business exit planning. “Our Three Cents” is brought to you by Henssler Financial.
Click Here to Subscribe to the Henssler Money Talks podcast.
819 episoder
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