Family Business Unscripted: Real Talk on Challenges and Success | The Family Biz Show Ep. 17

I have asked Courtney Pullen to join us and work with me and my parents, Marty and Maureen Palumbos – they hesitantly agreed.  My parents and I have massaged and updated their estate plan for several years.  At a high level the plan is for a portion of their estate to be divided among their four kids, a portion to fund a family foundation and then there is a life insurance trust designed to cover the expenses for Palumbos Family Vacation (PFV) for many years after my parents pass.  They have personally funded PFV for over 20 years as a way for the family to be all together for at least one week a year.

If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to [email protected] or visit us at The Family Biz Show | Family Business Podcast With Michael Palumbos (familywealthandlegacy.com) to fill out our web form! 

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