Lifetime Income Series: How the 1% Preserve, Protect, and Pass on a Legacy

Special Guest: Attorney Adam Sherry on Advanced Estate Planning Strategies

This week Jim and John look at the subject of how to plan for a large estate, in excess of five million dollars. Jim covers the basics of estate taxes and exemptions, which only go so far with large estates. They then get into a number of specific gifting and trust strategies to help achieve the goals of preserving the estate and passing on a legacy to the heirs. The guest this week is attorney Adam Sherry, who will discuss some advanced estate planning strategies for high net worth families.

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