Greg Mohr and Stan Miller discuss Stan's book "Your American Legacy," covering essential planning for business owners, estate tax issues, exit strategies, and defining meaningful values. They also explore the importance of preserving family stories and creating a family charity.
(0:00) Introduction of Stan Miller
(0:28) Stan Miller's background
(2:26) Writing "Your American Legacy"
(5:09) Planning for business owners
(8:23) Estate tax issues and future changes
(10:01) Exit strategies for business owners
(12:31) Defining values that matter
(18:34) Keeping family stories alive
(21:33) Creating a family charity
(24:33) Closing thoughts and book recommendation