Estate Planning Conversations Part One
Jill on Money with Jill Schlesinger
00:00
Estate Planning Considerations for Wealthy Retirees
Exploring considerations around asset distribution to heirs including houses, accounts, IRAs, and life insurance, with a focus on tax implications for spouses vs. children under varying tax laws and the significance of estate tax planning in light of the Secure Act.
Play episode from 20:50
Transcript
