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Episode 10: Navigating Estate Planning with David Perlick
Manage episode 426951996 series 3564194
Innhold levert av Gabe and Gabe Bodner. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Gabe and Gabe Bodner eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Join us for Episode 10 of the Live for Today, Plan for Tomorrow Podcast with your host, Gabe Bodner. In this insightful episode, Gabe sits down with David Perlick, Attorney & Legal Tech Entrepreneur, to delve into the critical aspects of estate planning.
David shares his expertise on "The 4 Why’s of Estate Planning," offering valuable insights into how he supports clients through challenging family dynamics using the Hub and Spoke concept. Discover estate tax savings strategies and learn about the upcoming 2025 Estate Tax Sunset. David also unpacks the intricacies of Powers of Appointment, providing listeners with a comprehensive understanding of this essential topic.
Connect with our Guest at https://perlicklaw.com/
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