There are a TON of misconceptions about smart estate planning strategies. Watch this video to understand how and why the approach to planning for estate taxes has changed over the past few years. I also cover a few best practices you can use when working with an estate planner to make sure you aren't being sold something that isn't in your best interests.
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Revocable Living Trusts ▶️ • Revocable Living Trust...
Video Contents:
00:00 - Intro
02:05 - What's Changed with the Approach to Estate Planning?
04:07 - Old Approach to Estate Planning
07:34 - New Approach to Estate Planning
10:03 - Best Practices with Estate Planning
15:02 - Revocable Living Trusts
⚠️ Exercise caution before using this strategy. Do your own research and make sure you fully understand the risks you are undertaking!
💡 I do not work with clients or offer any consulting services. If you want to learn more about the best tax and investment strategies, subscribe to my channel and check out these courses ▶️ sharonwinsmith.com/courses/
The information provided in this video is owned by Winsmith Tax LLC and is solely for informational and educational purposes. It is not intended as investment, legal, or financial advice. Always consult with a professional familiar with your unique situation, or conduct your own research before making any decisions. We might receive commissions for recommending certain products or services.
9 июл 2024
