Vice president David Walters dispels the myth that estate planning is only for the very wealthy or very old. Discover who needs to pay estate taxes; some dos and don’ts of designating executors or trustees; the pitfalls of “sweetheart” wills; and much more.
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EVP/COO Shomari Hearn discusses tricky decisions about how best to assist or support adult children or grandchildren; ways to prepare family members who might receive significant assets after your death; the pros and cons of intrafamily loans; and much more.
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Senior client service manager Rebecca Pavese has a frank but sensitive conversation with host Amy Laburda about how to plan for times when you can’t make your own decisions.
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Managing vice president Paul Jacobs offers advice to entrepreneurs considering taking the plunge and starting their own enterprise.
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Vice president Eric Meermann stops by the podcast to talk about his chapter in “Looking Ahead: Life, Family, Wealth and Business After 55” on philanthropy.
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In the first episode of our first season, Palisades Hudson founder and president Larry Elkin discusses how he went from a journalist with the Associated Press to running a business that recently marked its 30th anniversary.
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