Do you know where your money will go once you pass on? Estate planning is essential to keeping your family’s finances and future on track. On today’s episode, we will be discussing the key things you need to focus on when planning your family’s legacy.
TIMESTAMPS
0:58 – Our guest Alan Brown
3:33 – Estate planning made simple
5:15 – Where does your money go when you die?
8:25 – Generational thinking exercise
12:50 – Trusts are asset protection
14:02 – Estate taxes
17:06 – Proposed changes to trusts
18:11 – Right pocket, left pocket
20:29 – Last important thoughts
22:20 – Upcoming planning about legacy
23:53 – Connecting with Hunter McClain
Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/
RESOURCES
About our guest: https://www.huntermaclean.com/attorney/alan-c-brown/
More on The Way2Wealth®: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
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https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
