Do Your Heirs Have a Tax Problem?

Retirement Roadmap

Ever wondered how to shield your hard-earned legacy from the grip of tax burdens that potentially await your heirs? That's what Mark and Evan Fricks will unpack in this episode of Retirement Roadmap. We'll touch on strategies that may help your heirs navigate their inheritance with financial savvy and share stories that illustrate the potentially dire consequences of poor legacy planning. With the likelihood of looming changes to estate tax exemptions on the horizon, let's chart a course together that will may help you steer clear of the pitfalls that could endanger your financial legacy.
Have a topic or question you'd like Mark and Evan to address in a future episode? Email us at [e-mail] or call 770-980-9262.
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Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes
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Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax and commodities services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants. The aforementioned are affiliated companies.

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פרקים

1. Do Your Heirs Have a Tax Problem? (00:00:00)

2. Estate and Legacy Tax Planning (00:00:02)

3. Estate Planning and Inheritance Taxes (00:11:38)

4. Retirement Roadmap Radio With Mark Frickx (00:24:07)