Ep. 14 - Controlling Your Wealth: Wills, Trusts and Estate Planning
The Unconventional Investor · Michelle Moses
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Show Notes
Have you wondered if your estate planning documents are enough? Or, what kind of documents might be best for your situation?
Grant McKeehan Trust & Estate Attorney, joins us to share his experience and expertise about wills, trusts and how to pass your wealth on to your heirs in the most efficient way possible.
Key Topics:
- The advantages of having a trust over a will
- The new changes brought about by the Secure Act for your inherited IRAs
- Gifting strategies to reduce your taxes
- The different estate planning documents and what they do
From controlling asset distribution to protecting businesses and beneficiaries, we cover it in this episode.
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Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.