Worst Case Scenario Estate Planning Situation #shorts

Picture this worst-case scenario. Just imagine if you couldn't do the due diligence and miss out on utilizing the lifetime capital gains exemption specifically designed for business owners in this situation.

It happens all too often, especially with small family businesses who have achieved some success. As a business owner, constantly swamped with tasks and things – tax and estate planning tends to be pushed aside.

Unfortunately, these important matters never get addressed until it's too late.

Learn more in this episode: Tax Planning For Intergenerational Wealth Transfer with Richard Canfield & Henry Wong.