Estate & Succession Planning for Business Owners

In this interview, Partner and Practice Leader Ed Meek, CFP® talks with attorney and CPA Tricia Burfiend about how business owners can approach succession and estate planning more strategically, with a focus on minimizing income and estate taxes while preserving control and flexibility. Through real client examples, they discuss tools like irrevocable trusts, shareholder agreements, and periodic plan reviews to help owners transfer wealth efficiently and avoid costly family or business complications.