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Retire With Integrity Podcast with Brian Bowen


Feb 4, 2021

Will your estate be subject to the death tax? How can you plan accordingly now?

 

Read more and get additional financial resources here: https://financialplanningva.com/podcast/should-you-be-worried-about-the-death-tax/

 

What we discuss on this episode: 

0:12 - How can you plan for the death tax if needed?

2:09 - 17 states to potentially impose estate tax. Why?

4:53 - What clients has Brian seen grow and build their wealth?

7:07 - What can you do to pass your estate to the next generation?

7:58 - Why do you need a will and estate plan now?