Ep 16. Estate of Confusion - The Importance of an Effective Estate Plan

Recession Proof Your Retirement Podcast
01/09/2020 25 min Episodio 16
Ep 16. Estate of Confusion - The Importance of an Effective Estate Plan

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Episode Synopsis

Planning out your legacy requires the same kind of strategic approach as you would take in planning out your retirement. Estate planning strategies are not commonly known, which can leave people in a state of confusion or without direction. My intention is to inform you of some of the key estate planning changes that have recently occurred and share a few techniques to help ensure that Uncle Sam does not become your No.1 beneficiary.

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