Money Myths & Peaceful Passage: Smarter Planning for Your Future with Joseph Lessard (Aired 08/19/2025)
In this episode of The Business Outlook on KGVY, Andy Taylor talks with Joseph Lessard, CPA PLLC about the financial myths that often mislead families and retirees. Joseph explains why old ideas about gifting limits, tax brackets, and trusts don’t always apply today, and why focusing too much on “avoiding taxes” may hold you back.
Joseph also introduces Peaceful Passage — a simpler, more affordable alternative to traditional trusts that helps families transfer assets smoothly, securely, and often without probate. With clear, practical advice, he shows how smart planning can bring peace of…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.