Don’t Let This Happen To You

On this edition of Lifetime Income, Jim Puplava and Chris Preitauer discuss the disposition of an estate upon death. In this episode, the discussion includes avoiding estates taxes, probate, incapacity, conflicts with heirs, elder abuse, protection from creditors and more. With the new tax law going into effect, this is a crucial episode in preparing for any unpleasant surprise. Lastly, to help put these changes into context, we look at the following case study. View the embedded file below or see PDF here.

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