On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes Steve Keller. Steve is the owner of Steve Keller consulting and specializes in trust consulting for business owners and investors.

In this episode, Steve and Mike take a deep dive into how he has utilized trusts for tax mitigation, payment of personal expenses and wealth transfer to next of kin. This is a terrific episode for business owners and affluent families.

For more information on Menninger & Associates Financial Planning visit https://maaplanning.com