Estate Planning for SMEs at Vistage

Posted on Leave a commentPosted in Estate Planning, Investments, Tax, Wills

As someone who likes his advice to be user friendly, there’s nothing like getting direct feedback¬†from the business community. Specifically, in terms of the laws of succession and estate planning, what type of guidance they need. I recently received an invite from Vistage, a peer advisory grouping of CEOs and business owners, to chat to […]