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062: Legacy Planning Strategies to Secure Your Wealth with Matthew Karr, Esq
Manage episode 436678174 series 3001511
Contenido proporcionado por Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
If you’ve made smart financial decisions, secured your nest egg for retirement, and accumulated enough wealth to leave behind, you’ll undoubtedly have questions about minimizing estate taxes.
It’s one thing to pay your fair share of taxes, but nobody wants to send more money to Uncle Sam than they have to. And that’s where having expert advice can help save thousands of dollars and leave more to your loved ones than the government.
Here to share some strategies to create a tax-efficient legacy plan is Attorney Matthew Karr of the Heritage Law Center. We’ve been working with him for nearly 10 years, and we’re thrilled to have him on the podcast today.
In this conversation, we dig into the key elements an estate and legacy plan, strategies to minimize estate taxes, and what to look out for in the wake of the latest changes to the tax code.
In this podcast interview, you’ll learn:
- How estate taxes are structured and how they work.
- Helpful tips for naming a trustee to settle your estate.
- How gift taxes and gift exemptions work to safely pass on money tax-free.
- Why every financial and tax situation requires a unique approach.
Want the Full Show Notes?
To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast
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