385: Estate Planning Series Part 2: Making Estate Plan Decisions
Main Street Business
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Don't Do Your First Estate Plan
Don't do this to yourself and do your first estate plan making your own. Get some advice from somebody who's drafted some estate plans before. Save your family the heartache. Create a legacy, get the stuff you want done. Thereis no tax returned to every year. No bookkeeping, no new bank account required. It'll spring into effect in a variety of ways. But there are certain assets we want in the trust,. We're going to talk about all that more next week in part three.
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