What You Shouldn't Be Thinking About Estate Planning

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You're almost surely going to have an estate tax problem, so start thinking at least a little bit about your state planning. Even if you lose half your assets in the market, you're still o ka, it's like warren buffet, right? 90% s an p 500 in next fund and ten % in treasuries, i think is what he said. Cause there's so much money there that even if you lost 90 % of it, it's still more money than you're ever going to spend.

Dr. Disha Spath is hosting with us again this week! Together we answer questions about marriage, family and finances. We talk about merging finances when you get married, 529 and UTMA accounts, how to manage complicated trusts, and how to add beneficiaries to trusts. We also discuss the importance of women getting their term life and disability insurance in place well before they become pregnant. See the show notes at https://www.whitecoatinvestor.com/marriage-kids-and-finances

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The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you!

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