Navigating Business Transitions Ft. Dirk Simpson

Join host Robert Wermuth on Legacy Listens and Dirk Simpson, Partner at Royer Cooper Cohen Braunfeld where they talk about the world of business succession and estate planning. They explore key strategies for ensuring a smooth transition of business ownership, tax-efficient wealth transfer, and the nuances of various trust structures like Spousal Lifetime Access Trusts (SLATs) and Grantor Retained Annuity Trusts (GRATs). Dirk shares practical insight on preparing your business financially, the importance of discounting in gifts, and leveraging charitable giving as a tool for family estate planning. Whether you're a business owner or a financial advisor, this episode is packed with valuable insights to help you finish strong and protect your legacy. Stay tuned for an in-depth conversation that's sure to elevate your understanding and approach to estate planning.
For more information about Dirk Simpson please visit him at www.rccblaw.co....
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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.