7/31/2020 - Have an Exit Strategy


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By Vicki Wiley and Tree City Advisors. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Estate Planning Attorney, Jen Wulf, joins The Real Money Pros on this week's CapEd Case Study to talk about having an exit strategy when getting out of your business. This becomes especially important when other members of your family are involved as well. The team talks about what you need to make sure is in place for a smooth transition, making it a stress-free process.

Kent Owings, Financial Advisor

Jeremiah Bates, Financial Advisor

Jen Wulf, Estate Planning Attorney




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671 episodes