February 15, 2023

Legacy Planning for Construction Business Owners: Heirs, Charity or the IRS?

As a construction industry business owner, you’ve worked hard, made sacrifices and took risks to create your wealth.

Now what?

In our recent “Legacy Planning for Construction Business Owners: Heirs, Charity or the IRS?” webinar, Buckingham Wealth Advisor Elliot Dole took a deep dive into wealth distribution options, the unique challenges clients may face as they transition into the next phase of life and why it’s best to “begin with the end in mind.”

During this interactive Q&A session he shares insight on:

  • Short term planning distractions
  • Opportunities
  • Legacy goals
  • Challenges
  • IRS implications
  • Communicating your wishes with your heirs
  • Increasing your odds for success
  • Next steps

Take the first step in living your best post-retirement life by watching the replay now!

Content Topics

About the Author

Elliot Dole

Wealth Advisor

Elliot Dole specializes in implementing Flexible SMA strategies to solve investment allocation and tax challenges. With a deep understanding of investments, estate planning and taxation, he is positioned to help clients build lasting legacies, transfer wealth effectively and navigate business succession. Elliot's knowledge, experience and approach make him a compelling choice to serve as trusted advisor to those seeking comprehensive wealth management solutions.

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