• Greg Pirkle: Navigating the Legacy: The Importance of Comprehensive Estate Planning

  • Mar 19 2025
  • Length: 34 mins
  • Podcast

Greg Pirkle: Navigating the Legacy: The Importance of Comprehensive Estate Planning

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  • Summary

  • Greg Pirkle is a business law attorney specializing in taxation, estate planning, and exempt organizations. He advises on tax implications of mergers, reorganizations, and executive compensation. His estate planning expertise includes trusts, partnerships, and charitable foundations. Greg also counsels exempt organizations on compliance, restructuring, and joint ventures. He is the managing partner and practice coordinator of the firm’s Tupelo office. Listen to this informative Legacy Leaders episode with Greg Pirkle about the process of gathering asset information for effective estate planning. Here is what to expect on this week’s show: ● Greg emphasizes the importance of early and informed estate planning to prevent substantial tax burdens and ensure smooth transitions for future generations. ● Through trust and effective communication, Greg highlights the emotional relief and practical advantages that thorough estate planning can offer to individuals and their families ● Greg identifies three main areas where he adds substantial value to his clients' estate plans: addressing estate tax implications, protecting assets from long-term care expenses, and navigating the complexities of family business dynamics. Connect with Greg: Website: https://www.phelps.com/professionals/gregory-d-pirkle.html With your Guest Host: Chuck Gore Chuck’s passion is to help you with all the pieces of your retirement and legacy planning. Chuck is an independent financial advisor and speaker who helps individuals and families work toward their financial, retirement and legacy goals. With years of experience and hundreds of clients, he places your interests first to develop and implement your strategy. Connect with Chuck: https://laborretirementservices.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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