Estate and Financial Planning—What's at Stake in this Year's Election!
The Truth About Estate Planning · Rick Randall, Tammi Brannan
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Show Notes
Rick and Tammi discuss the dramatically different positions of the Trump and Biden campaigns regarding estate and income tax planning. The impact of a potential Democratic administration includes a need for close examination of client estate and financial plans, as well as a likely return to increased insurance recommendations coupled with special trust planning to help clients deal with likely increased estate tax exposure.
Show Notes
- The election coming up - 2:05
- Two visions about planning - 3:28
- Trusts and estate planning - 5:40
- Insights about taxes - 12:54
- The democratic's position vs Trump's position - 15:33
- Life insurance and trusts - 23:19
- The importance of having an insurance policy - 24:14
- A democratic control in congress - 25:30
- Having access to cash value - 27:57
- What will happen if there's a Biden administration? - 30:54
- The Federal estate tax - 33:26
- Being able to answer clients' questions - 35:52
- Taking into account the projections - 37:10
- About the election - 39:25
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