The Family Biz Show 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.
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