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062: Legacy Planning Strategies to Secure Your Wealth with Matthew Karr, Esq
Manage episode 436678174 series 3001511
เนื้อหาจัดทำโดย Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal
If you’ve made smart financial decisions, secured your nest egg for retirement, and accumulated enough wealth to leave behind, you’ll undoubtedly have questions about minimizing estate taxes.
It’s one thing to pay your fair share of taxes, but nobody wants to send more money to Uncle Sam than they have to. And that’s where having expert advice can help save thousands of dollars and leave more to your loved ones than the government.
Here to share some strategies to create a tax-efficient legacy plan is Attorney Matthew Karr of the Heritage Law Center. We’ve been working with him for nearly 10 years, and we’re thrilled to have him on the podcast today.
In this conversation, we dig into the key elements an estate and legacy plan, strategies to minimize estate taxes, and what to look out for in the wake of the latest changes to the tax code.
In this podcast interview, you’ll learn:
- How estate taxes are structured and how they work.
- Helpful tips for naming a trustee to settle your estate.
- How gift taxes and gift exemptions work to safely pass on money tax-free.
- Why every financial and tax situation requires a unique approach.
Want the Full Show Notes?
To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast
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