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High-Net-Worth Estate and Tax Planning | Sharpe Minds EP. 9
On this episode of Sharpe Minds, Michael is joined by Patrick Schultz, JD of Clark Capital Management. Michael and Patrick dove into the topics of business succession planning, legacy and family dynamics, tax planning, estate planning for high-net-worth individuals, the future of estate planning, and many others.
Stay tuned for frequent uploads, and don't forget to check us out on other platforms!
Learn more about Archstone Financial: https://archstonefinancial.net/
Follow Michael on X: @Michael_Lafata1
Follow Michael on LinkedIn: https://www.linkedin.com/in/michael-lafata-474255180/
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By Michael LafataOn this episode of Sharpe Minds, Michael is joined by Patrick Schultz, JD of Clark Capital Management. Michael and Patrick dove into the topics of business succession planning, legacy and family dynamics, tax planning, estate planning for high-net-worth individuals, the future of estate planning, and many others.
Stay tuned for frequent uploads, and don't forget to check us out on other platforms!
Learn more about Archstone Financial: https://archstonefinancial.net/
Follow Michael on X: @Michael_Lafata1
Follow Michael on LinkedIn: https://www.linkedin.com/in/michael-lafata-474255180/