Death and taxes aren’t topics to liven up a room.And while these conversations seem hard to have, they ultimately decide how you want your loved ones to receive everything you’ve worked so hard for.
But the pitfalls of probate can leave your heirs more overwhelmed than supported. Your legacy ends up in the hands of the federal government. And no one wants that.
In this episode, I discuss how estate planning protects your heirs for generations to come – and why it is essential to your retirement plan for a legacy that lasts.
Show Highlights Include:
- The real reason taxes are renamed and what their confusing wording reveals about your estate planning today. (1:46)
- How the history of the stamp tax lets the government take your legacy from your heirs (and how to protect it from the IRS now). (5:06)
- The documents you need to protect your estate from the federal government and keep loved ones from suffocating in your taxes. (8:25)
- What junk drawers can teach us about estate planning and how this lets you leave a legacy like Rockefeller. (11:33)
To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-409-8150.