Episode 202402

It's 2024 - What's the Plan S2

Published on: 14th February, 2024

New Year's resolutions. Really. We are already halfway through the 1st quarter of 2024. The only way you are going to accomplish your resolutions - is to take action. One action which I know you will use - your estate plan. 50% of all individuals do not have an estate plan. Will you inadvertently disinherit your children....better listen in as this is happening far too often. If you are a "do-it yourself" kinda person this is a must listen. Your low cost 1-800 financial firm could very easily cost you your entire 401(k).

Did you name your spouse as the primary beneficiary on your 401(k) or IRA ? Bet you did.... better listen why this might be a big mistake.

Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798.

A unique offering we are providing to our listeners: The Logical Plan™

To a prosperous and happy 2024!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

P.S. Your tax, estate and financial plan - done: The Logical Plan™

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About the Podcast

Professional Edge
Tax, Legal and Financial Strategies from a Tax Attorney, CFP®, CPA
Candid Tax, Legal, Financial Strategies from a uniquely qualified professional: SEAN G. TODD, Esq., M. Tax, CPA, CFP®. Want more $$ - You have to make better decisions. Information alone will not change anything, you have to implement the strategies by taking action. Where do you begin - by listening to The Professional Edge.

About your host

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SEAN TODD

Tax Attorney CPA CFP® - Host of the Professional Edge weekly radio show and adjunct tax professor The University of Georgia. Principal at Estate Management Counselors, LLC with offices in Atlanta and Columbus, GA where our clients benefit from fee based professional portfolio management, implementing estate planning solutions, asset protection planning and income tax saving strategies. A unique combination of professional credentials allow our clients to be the real winners.