Office Hours with George: Exit strategies that don’t limit options – Part 2

Most people spend years—sometimes decades—building wealth. Real estate portfolios.
Businesses. Medical practices. Investment accounts. But very few spend the same amount of time thinking about how that wealth will eventually leave their life. And that’s where costly mistakes happen. In Part 1 of this Office Hours with George session (View Part 1), I explored a simple but powerful idea around exit strategies:

You don’t run out of options—you run out of time.

Many of the best tax and planning strategies only work if they’re implemented years before an exit—not at the point of sale or retirement.

In part 2 of my exit strategies session, you’ll learn:

• Why passing it on isn’t as simple as it seems
• The elements of “passing it on” that you probably haven’t considered
• Why refinancing is another “exit strategy” that should be part of your consideration