Episode 2021

Not Completely True - Estate Planning Gotchas S4

Published on: 20th November, 2021

NO Estate Plan ? 50% of all individuals have NO estate plan in place

  1. How is your home titled (individually, joint, JTWROS, TIC)? It matters in Estate Planning.
  2. Is the next spouse (surviving spouse marries) going to inherit your 401(k)?
  3. Want to make sure you avoid these "gotchas" in your estate planning
  4. Implement a testamentary trust to protect your lifetime savings
  5. Does your estate plan protect your kids from their creditors?

Have you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why, they have already done this many times and are there to help you. We have assisted over 2,500 individuals just like you, to properly plan their estates. This is similar to working with Estate Management Counselors - we are your guide - we have already assisted others in making the same decisions you now face.

Taking advantage of THE BUNDLE

To a prosperous and happy 2021!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

P.S. Your tax, estate and financial plan - done: THE BUNDLE

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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.