Keys to Estate Planning with Eric Fahlman

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What’s Next?

Parcion Private Wealth

16 episodes

8 months ago

What's Next? explores how business owners and their families can optimize a business sale or other wealth event to strategically plan for their futures. Join Terry Cook, CFP®, CIMA®, founder of Parcion Private Wealth in Bellevue, Washington, as he interviews experts from across the financial services industry to help listeners determine what's next.

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Hosted on Acast. See acast.com/privacy for more information.

Entrepreneurship

Business

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Keys to Estate Planning with Eric Fahlman

What’s Next?

39 minutes 14 seconds

4 years ago

Keys to Estate Planning with Eric Fahlman

Join Terry Cook and Fahlman Olson & Little, PLLC Co-Founder Eric Fahlman as they discuss estate planning basics and tools, such as Spousal Lifetime Access Trusts (SLATs) and Intentionally Defective Grantor Trusts (IDGTs) and walk through a client case study, highlighting aspects that might apply to others going through a wealth event.More resources at www.parcionpw.com and www.faolaw.com.

Hosted on Acast. See acast.com/privacy for more information.