What Congress Giveth They Can Taketh Away

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Elizabeth Morgan

On this edition of Lifetime Income, Jim Puplava interviews estate planning expert Elizabeth Morgan who explains how taxes can be affected by the political climate and changing political administrations. She discusses the effect of sunsetting exemptions, the annual exclusion, having an exit strategy, which states are better for sheltering assets, using asset protection trusts, and much more. Elizabeth Morgan asserts that the best gift you can give your family is a good estate plan; listen now to learn how.

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About James J Puplava CFP