Ever wonder why panicking in the markets can cost you—and how trusts might save you from paying Uncle Sam more than necessary?
On this episode of Watch Your Six, host Jason Edwards dives deep into the dangers of emotional investing, recounting how recent market swings proved that patience pays. Then, he unpacks the powerful role of trusts in protecting your wealth from both estate and income taxes.
Key insights include:
Why selling in fear can wreck your retirement gains
How trusts help slash estate and income taxes
Smart moves to avoid probate and keep wealth in the family
The surprising truth about debts after death
Jason's message is clear: a solid plan and the right team can transform your financial future—and give you peace of mind. Don't leave your legacy to chance.
💼 Connect with Jason: LinkedIn | 📧 jedwards@efs-advisors.com
