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Unlocking Your Legacy: The Art of Estate Planning and Disclaimers | Navigate Inheritance with Confidence
Manage episode 402350608 series 2954717
İçerik Tammi Caress tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Tammi Caress veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
In this podcast episode, Tammi Caress, founder of Caress Law, delves into the power of disclaimers in estate planning to minimize estate taxes and maximize inheritance. Through clear explanations and illustrative examples, listeners gain insights into how disclaimers can strategically shape one's legacy. Tammi emphasizes the importance of timely action, coordination with a professional estate planning team, and regular reviews to ensure the effectiveness of the estate plan over time.
Key Topics
- What is a disclaimer?
- Estate Tax Overview
- How the disclaimer plan works to minimize estate taxes
- Benefits of Disclaimer Planning
- Key Considerations in Disclaimer Planning
Google Review link: https://g.page/r/CZ7knJUB7Sd8EB0/review
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