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Estate Planning 101
Caffeine And Cash Flow with Michael Schulte
English - February 29, 2024 10:00 - 14 minutes - 14.1 MBInvesting Business News Business News planner retire retirement americandream finances financialadvisor michaelschulte money savingtheamericandream westpacwealthpartners Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: How One Overlooked Issue Can Sink Your Retirement
Next Episode: Don’t Make These Income Planning Mistakes
Have you ever considered how you’ll safeguard your financial legacy for the next generation? Today we want to dive into some of the technical aspects of estate planning and the crucial role it plays in retirement strategy. Estate planning can be as complex as it is important, but Michael will demystify the process, providing clarity on how to shield your legacy and make sure your assets flow smoothly to your heirs.
Here’s some of what we discuss in this episode:
What are the main things you want to protect against when creating a trust? How to avoid probate court, which can be a long and expensive process. Why most people we work with benefit from a revocable trust. Tax strategies to consider to protect as much of your estate as you can.
Learn more: https://caffeinecashflow.com/
Get in touch with Michael-
Web: https://www.westpacwealth.com/team/michael-schulte
Email: [email protected]
Phone: 702-767-4897