slat

Patti meets with her Chief Planning Officer, Eric Fuhrman, to unravel the intricacies of Biden’s New Tax proposal, the Build Back Better Plan.  It seems that while a lot of items are being “negotiated” off the proposal, there is a handful of line items that should be causing concern for many Americans – and not just the top-tier wealthy Americans.  Time is running out to take advantage of some “must-do’s” in financial planning and estate planning before the end of the year.  Patti and Eric give detailed solutions to take advantage of some key opportunities still available to save on taxes and help preserve capital.

Read more about SLATs: https://creativeplanning.com/education/article/spousal-lifetime-access-trusts-slats/

A Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

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Have questions or topic suggestions? 
Email us @ podcasts@creativeplanning.com

Estate planning experts discuss the gifting risks for moderate estates that want the flexibility to access assets in the future.

The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

In deze aflevering bespreken we: kunststof. Plastic is overal. Op alle stranden ligt wel wat. Misschien wordt het tijd voor iets anders? Of kunnen we niet zonder?