In Episode 215 of Money Matters USA, Fred Saide discusses the evolution of estate planning, emphasizing its shift from merely addressing estate taxes to focusing on financial strategy and legacy planning. He highlights common mistakes people make, such as procrastination and outdated beneficiary designations, and explains the importance of trusts and comprehensive planning. The conversation also covers the implications of taxes in estate planning and the necessity of preparing for incapacity and healthcare decisions.
Reach Fred at 800-593-8188.
See omnystudio.com/listener for privacy information.
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