Episode 13: Avoid Costly Planning Mistakes with Alex Popovich

23/09/2025 1h 18min Temporada 1 Episodio 12

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Episode Synopsis

In this episode we hear from Alexander M. Popovich, JD, LLM, Principal and Founder of Planning Advisory Services, LLC, a consulting firm specializing in tax, estate, and legal advisory planning for high-net-worth families and businesses.Alex leads an in depth discussion of good planning gone bad: , unfunded trusts, not documenting gifts correctly, unintentional gaps in insurance coverage, tax return mishaps, correct use and registration of LLC's , and more. Be sure to listen to the end where Alex handles how to talk to loved ones about your estate plan and when.

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