Credit Shelter Trust Provisions İn Your Will, youtube mp3 indir
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Credit Shelter Trust Provisions In Your Will
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Tune in with financial advisor Brian Evans, CPA/PFS where he explains the importance of having a credit shelter trust provision in your legacy planning.
Key Points:
- What is a credit shelter trust?
- Federal estate tax vs state estate tax
- Advantages to having a credit shelter trust provision in your will
- How the state you live in can change your estate taxes
- Disadvantages to not having this provision in your will
- Marital implications
- Real-world examples of this provision
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12 Topics Every Financial Plan Should Address
Discover with Brian Evans, CPA/PFS what a real financial plan or retirement strategy should look like.
Important topics in a plan include:
- Investments Management
- Insurance Assistance
- Long-Term Care Options
- Social Security
- Financial Planning and Cash Flow
- Tax strategies
- Real Estate
Find out why it is vital to have these topics in a financial plan before you make major decisions by going to edu.madronafinancial.com or checking out our Youtube channel.
Get your FREE copy of "7 Steps to a Successful Retirement" by Brian Evans, CPA/PFS by going to plan.madronafinancial.com/7-steps