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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, Focus 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!

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About the Author

Elliot Dole

Senior Wealth Advisor

Elliot specializes in guiding high-net-worth individuals and families along their financial journey. His clients appreciate his collaborative approach and trust him to manage complex financial strategies. With a deep understanding of investments, estate planning, and taxation, Elliot helps clients build lasting legacies, transfer wealth effectively, and navigate business succession. His knowledge and experience extend to tax optimization, charitable giving, and comprehensive wealth management. He partners closely with clients and their legal and accounting teams to develop tailored solutions. Elliot’s commitment to exceptional service is evident in his extensive industry involvement and advanced credentials.
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