Episode 25 – What is Estate Equalization?

The Truth About Wealth

English - January 29, 2020 09:00 - 31 minutes - 36 MB - ★★★★★ - 14 ratings
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Previous Episode: Episode 24 – Case Study: Charitable Planning

Next Episode: Episode 26 – Is Your Estate Plan Public or Private?

It’s possible that you’re familiar with estate equalization, even if you’ve never heard of it until now. In this episode of The Truth About Wealth Podcast, John and Michael Parise explain why it’s important to discuss estate equalization during your family meetings. This is a must-listen conversation for parents of blended families, business owners, and …