How to Optimize Your Estate Plan with Adam Tarsitano, Ep #194

Financial Symmetry: Balancing Today with Retirement

English - July 10, 2023 07:00 - 25 minutes - 20.1 MB - ★★★★★ - 45 ratings
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Previous Episode: 4 Books to Add to Your Summer Reading List, Ep #193

Next Episode: Anchoring to an Arbitrary Dollar Amount

Today estate law attorney, Adam Tarsitano, joins us to discuss how you should think through some commonly misunderstood areas of your estate plan.

Listen in to learn why you may not look forward to the sunset in 2026, the difference in various trusts, and whether you should open a trust to avoid probate.

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