Season 2020 · Episode 1
The Bundle
Professional Edge · SEAN G. TODD, Esq., M. Tax, CFP®, CPA
October 23, 20200m 31s
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Show Notes
An coordinated financial / estate plan can lead to unintended consequences included disinheriting your children.
- If your designated beneficiary on your largest financial asset (401(k)/IRA), is not correct, you risk disinheriting your child(ren).
- If you are with one of those 1-800 financial firms, you are just a number to them and they are not licensed to give you tax advice.
- Why go through probate when you don't have to? Will you have ancillary probate?
- Have you ever really done tax planning?
Check it out - THE BUNDLE