Bigger Cash Flow Podcast 084: 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:-Steven's background and what he does-What led Steven to start his own firm-Some obstacles a family business will run into-Components of good planning-Wills and trusts and how they play a role-Life insurance products that Steven's recommend-Key concepts from Steven's book that he'd like to shareContact Info:Website: https://shgplanning.comLinkedin: https://linked.com/in/stevegoodmanshg