Estate Planning 101

<p>Death and taxes aren’t topics to liven up a room.And while these conversations seem hard to have, they ultimately decide how you want your loved ones to receive everything you’ve worked so hard for. </p> <p>But the pitfalls of probate can leave your heirs more overwhelmed than supported. Your legacy ends up in the hands of the federal government. And no one wants that. </p> <p>In this episode, I discuss how estate planning protects your heirs for generations to come - and why it is essential to your retirement plan for a legacy that lasts.</p> <p><strong>Show Highlights Include:</strong></p> <ul> <li>The real reason taxes are renamed and what their confusing wording reveals about your estate planning today. (1:46)<br /> <br /></li> <li>How the history of the stamp tax lets the government take your legacy from your heirs (and how to protect it from the IRS now). (5:06)<br /> <br /></li> <li>The documents you need to protect your estate from the federal government and keep loved ones from suffocating in your taxes. (8:25)<br /> <br /></li> <li>What junk drawers can teach us about estate planning and how this lets you leave a legacy like Rockefeller. (11:33)</li> </ul> <p>To schedule your free retirement tracking meeting, specifically for first responders, head to <a href= "http://pensionattention.com/" target="_blank" rel= "noopener">http://pensionattention.com/</a> or call us at 805-409-8150.</p>