Send us a textIn this episode, Mike and Maddie discuss advanced estate planning and its difference from basic estate planning. Michael explains that advanced estate planning uses the tax code to save taxes to effectively transfer more assets to other people or charities in your estate plan. Common advanced estate planning techniques include Irrevocable Life Insurance Trusts and Annual Gifting, which allows you to transfer assets to loved ones during their lifetime while reducing your taxable estate. Later, Bill Franchi joins to talk about his background and give some career advice to our listeners. Bill is President & Chief Underwriting Officer of Old Republic Specialty Insurance Underwriters, Inc. He is responsible for directing the underwriting and operational strategies for ORSIU’s Specialty Programs and Alternative Risks segments. Bill has 20 plus years of insurance and reinsurance experience. Bill's website link: https://www.orsiu.com/

Ver todos los episodios