EPISODE · Nov 24, 2025 · 42 MIN
Probate & Estate Planning: Protect Your Wealth, Business & Legacy with Attorney Michael Iacurci
from Scaling Your Business and Wealth
Probate & Estate Planning: Protect Your Wealth, Business & Legacy with Attorney Michael IacurciIn this episode of Scaling Your Business and Wealth, Eric Tashlein, CFP®, sits down with Connecticut attorney Michael Iacurci to demystify probate, estate planning, and business succession.Michael explains how real estate, corporate documents, and trusts intersect with probate, and why many high-net-worth individuals and business owners face surprises if they wait too long to plan. Learn how to avoid costly delays, tax pitfalls, and family disputes, while ensuring your wealth and business are passed down according to your wishes.Whether you’re planning your estate, preparing your business for succession, or looking to protect your real estate portfolio, this episode provides practical guidance to safeguard your legacy and preserve your wealth for future generations.Resources & Links:OES Wealth Partners – Personalized wealth management and business planning strategiesConnect with Michael Iacurci – Learn more about his probate, real estate, and estate planning expertise
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