Podcast

Innovative Wealth Strategies with Jeffrey Love

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Listen as Barry Habib and Jeffrey Love discuss innovative strategies that you can use to make wise financial and estate planning decisions. You’ll learn important information about taxes, gifts, trusts and more so you can protect your assets and your wealth for generations to come.

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‍About Jeffrey Love

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‍Jeffrey Love concentrates his practice in the areas of trust and estate planning, estate administration and business succession. He has extensive experience counseling the owners of closely held businesses on innovative succession planning strategies. His counseling services to business owners range from the establishment of initial business organizations and the drafting of effective shareholder agreements to tax advice that helps pass business ownership from one generation to the next.Jeffrey works closely with other professionals, including accountants, financial planners, insurance advisers, and other attorneys, to implement tax-efficient plans and sophisticated trusts to meet his client’s goals of estate and gift tax reduction, asset security, and beneficiary protection. Having represented executors and trustees in many jurisdictions, he also has extensive experience handling estate and gift tax audits, litigating tax controversies, and prosecuting and defending contested fiduciary accountings.

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Take a free 14-day trial of MBS Highway: https://www.mbshighway.com/t/podcast-megan‍

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Certified Mortgage Advisor: https://certifiedmortgageadvisor.com/

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Use code “OnTheHighway” at checkout to receive a $400 discount

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