Estate Planning Must-Knows For Those With Over $1 Million
Joe Knows Retirement · Joe Schmitz Jr.
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Show Notes
Only 30% of people have an estate plan, but for those with $1 million or more saved or with a pension, they're a non-negotiable. In this episode of Joe Knows Retirement, Joe shares what you need to know about estate planning if you're a Midwestern (Middle Class) Millionaire. He talks about ways to avoid the unnecessary costs of probate, how to prepare for estate taxes, and strategies you can use to make sure as much of your money is used how you prefer as possible.
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