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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?


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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?