Wills, Trusts, and Succession Planning w/ Steven Goodman

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Episode: 084

Title: Wills, Trusts, and Succession Planning w/ Steven Goodman

Show notes:

For more than 30 years, Steven Goodman, President and CEO of SHG Planning, has provided insightful solutions to the challenges of business succession, wealth preservation, retirement, and charitable planning.

He currently services hundreds of clients focusing on the needs of owners of closely-held businesses and high net worth individuals. Steven is also the author of Business Succession Planning: A Guide to Transfers, Sales, Family Harmony, and Minimizing Litigation. Steven Goodman is a CPA who was the vice president of the Trust and Investment Division of JP Morgan Chase and a supervisor for KPMG Peat Marwick. He holds an MBA from Fordham University. In addition to his work with SHG Planning, Steve has been a Big Brother for the last 15 years and is passionate about supporting charities that fund the education of underprivileged children.

On this episode you'll learn: