What you need to know, now. 

Our B.O.S.S. Series podcast campaign is going to discuss Succession Planning, Buy / Sale or operating agreement, Small Business Defined Benefit / Cash Balance, Non-qualified Deferred Compensation, and Employee Stock Option Purchase plan, better known as an ESOP, with each topic having it's own podcast!

Discussing an estate plan is no walk in the park, but it may be easier to address when you think about what it truly is - the gift of passing on a legacy in a tax-efficient manner to your loved ones.