Description
In this class we will discuss:
• What’s better…a will or a trust?
• How to manage beneficiaries to maximize your planning goals
• How to cut the IRS out later (legally of course) when passing money
• The best tools to use in second marriages to keep estate planning “fair”
• Planning for a special needs beneficiary
• Safeguarding inheritance money for an heir who might “spend it all
• Kids versus charities—how to manage future inheritances to minimize taxes and maximize your estate
• Safeguarding against long-term care without throwing money down the black hole of unrecoverable insurance premiums
