Episode 305 – It has never been a more important time to consider business succession planning for small business owners to ensure that their financial security, retirement and family legacy plans are fulfilled.
Episode 293 – As we get closer and closer to the sunset of the estate tax provisions in the Tax Cuts and Jobs Act of 2017, wealthy married couples have options to remain flexible with their planning using survivorship life insurance.
Episode 279 – Estate planning is the process of protecting your wealth and transferring a legacy to your heirs in the manner you wish. Everyone needs an estate plan regardless of wealth or lack of exposure to estate taxes.
Episode 278 – Regardless of what you want to do with your wealth, such as leaving it to family, charity, government, or spending it all, you will need to plan for your intended outcome. Doing nothing is not going to work.
Episode 276 – Fair vs equal. Leaving your estate in equal shares to each of your children may not necessarily be the most beneficial or effective for your children.
Episode 265 – Previously dormant sibling rivalries tend to turn up when large sums of money are at stake. What estate planning steps can you take to help minimize the problem?