Benjamin Franklin once said, “If you fail to plan, you are planning to fail.” Life presents all of us with circumstances—some good, some bad. We all believe that we will live forever and will be healthy and vibrant. Yet, as some of us know, life throws us all curveballs. Whether we are 20 and just beginning a career or 50 and seeking to retire, we must all seek better methods for planning our futures. Why bother with estate planning? Easy! You get to plan where your money goes, how it gets invested, and how to minimize tax implications. Furthermore, in the case of incapacity or death (heaven forbid!), someone else gets your money other than Uncle Sam. The goal here is not to scare you but to help you understand your options, minimize taxes, and plan for a liquid financial future.
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Stevens Performance Group
CEO and Leadership Change Expert
[email protected]
(314) 574-9716
Drew Stevens has over 30 years of investment banking, private equity and merger, and acquisition experience. Drew has worked with middle-market special and turnaround situations, to affect change, propagate growth, and transition the business. During his tenure, he reviews deal flow, helps to scale revenue, and then assists organizations with exit or mergers. He is the author of eight books and has created gross new revenues for organizations totaling over $10 billion.