As our next guest in The Legacy Lounge, we welcome Ed Berube, a performance management consultant and mentor. 

Ed not only serves as the Executive Member of the Stavis Wealth Advisory Board, he is a captain of industry whose career has included time as a senior executive at, and founder of, several companies in the life insurance space, work with non-profit organizations, particularly those that work to fight Alzheimer's Disease, and even a stint teaching philosophy at the university level. 

Ed and our Deborah Stavis dive deep into the intersection of holistic financial planning, estate planning, and life insurance.  The discussion is an absolute must watch for those who want to make sure their financial and estate plans are complete, especially with regards to potential tax liabilities.