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August 27, 2025

The Perfect Plan Podcast™ Episode 11 – Family Wealth/HNW/International Planning us Tax Smart Assets

Are you a business owner who is a family man/woman and worried about how to protect yourself from all things financial? Well, in this episode, our guest Jay Judas shares his years of experience working with Business Owners, Life Insurance Carriers, and High Net Worth Families and some of the things that you should know about such as Offshore Assets, International Travel, Living Abroad, and the strategies to enjoy that lifestyle.