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Unlocking Your Legacy: The Art of Estate Planning and Disclaimers | Navigate Inheritance with Confidence
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Innhold levert av Tammi Caress. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Tammi Caress 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.
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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