A common question that we receive about attorney deferred compensation plans is: "What happens to the funds in my plan when I pass away?"
In this episode, Greg Maxwell explores the different planning opportunities that deferred compensation plans allow at the time of your death, including the ability to use your plan as a wealth transfer tool.
Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Rate & Review the Podcast —
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
