After some World Series and NBA banter, the Huddle Guys take on serious topics.
As the old saying goes, there are two things in life that are inevitable, death and
taxes. This episode deals with both. Everyone needs to plan for what happens to
their heirs upon their death. There are two types of planning, estate planning and
tax planning. The issues to be considered are different for every person, family,
and business owner. If you don’t consider yourself to be wealthy and you think that
this information is not for you, think again.
The Huddle Guys are joined by Gregory Wilder, a tax attorney and CPA. Gregory
has been practicing for 38+ years, much of that time with international public
accounting firms. He is an expert at helping his wealthy clients and successful
business owners with estate and gift tax, income tax, and generation skipping tax
planning.
The Huddle Guys and Gregory share practical advice that anyone can apply. And
please know this is not a short process or a one-and-done. This type of planning
takes time, needs to be adjusted as lifestyles change, and must be done correctly.
Please don’t leave confusion and ambiguity for your relatives upon your passing. As
always, you can contact the Huddle Guys for additional support and services.
