
About this episode
In today's episode, Mike gives tips and general advice for those planning their estate. There are many things to consider when planning your estate, from tax planning, IRS codes, legacy plans, gifting and legal issues. This is why it is very important to have a team helping you plan your estate: a tax professional, a financial professional, and an attorney when making these decisions.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
Get every episode summarized
Each time How to Retire on Time publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from How to Retire on Time

When Tax Planning Matters
How to Retire on Time

Can You Retire With $250,000?
How to Retire on Time

At 55, How Much Should I Have Saved?
How to Retire on Time

Why Warren Buffet Isn’t 100% in Stocks
How to Retire on Time