Plan & Protect Episode 06: The Tax Episode
Plan & Protect
English - January 30, 2020 00:00 - 24 minutes - 17 MB - ★★★★★ - 5 ratingsHow To Education Business Investing estate planning elder law retirement wills trusts law planning taxes veterans benefits medicaid Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Plan & Protect Episode 05: The Book Episode
Next Episode: Plan & Protect: Episode 07 "Long Term Care"
In this episode, Justin and Drew talk about tax issues that often come up when working on an estate plan. They get into tax issues that people tend to worry about but shouldn’t and tax issues that people should worry about but don’t, touching on estate taxes, gift taxes, capital gains taxes, and taxes relating to retirement accounts.
What You’ll Learn:
Why the estate and gift taxes are often red herrings in estate planningWhich tax may be the most important but most overlooked when planningWhat you need to know about how retirement accounts are differentLinks And Resources Mentioned
Time for Taxes You Need A Plan Free Book