Take the guesswork out of financial decisions at every stage of life with Maxifi: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://maxifiplanner.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Designed by Economist Laurence Kotlikoff.

Professor Kotlikoff is joined by two notable authorities in finance and estate planning: Frank Napolitano and Katie Von Kohorn. Frank Napolitano brings to the discussion his multifaceted experience as a certified financial planner and chartered financial analyst. His expertise shines in asset and risk management, setting him apart as a guiding force for clients navigating the complexities of estate planning and retirement income planning.

Katie Von Kohorn, stands out with her 20-year tenure in trusts and estates law. A trusted advisor to multi-generational families, she wields a depth of knowledge in the intricacies of trust planning, charitable giving, and exempt organizations.

This discussion provides invaluable insights for anyone seeking to understand the significance of estate planning and how to manage their financial legacy responsibly. Whether you're affluent or part of the middle class, the expertise of Napolitano and Von Kohorn will illuminate paths to ensure fair treatment of heirs and secure financial futures.

Toipcs Covered:

• Strategic Estate Planning for Asset Protection
• Navigating Tax Implications and Benefits
• The Role of Trusts in Modern Financial Planning

Time Stamps:

• 00:00 Discussing estate planning, gift planning, and finances.
• 16:14 Get a will or trust to decide.
• 17:57 Revocable trust aids in estate planning for beneficiaries.
• 23:04 Spouse as trustee, limited distributions for tax benefits.
• 24:16 Segregation, control, and distribution in marital trusts.
• 29:16 Trust needed to exempt $24 million tax.
• 33:15 Reducing estate tax using trust and insurance.
• 36:17 Concerns about trustee reliability, control, and succession.
• 37:42 Trustees' concerns, family members' roles, fiduciary duty.
• 46:10 Estate planning to protect inheritance and benefits.
• 47:23 Trustee charges for estate and child care.
• 51:01 Allocating assets between spouses with different amounts.
• 53:43 Options for handling assets in event of death.

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Laurence Kotlikoff is a Boston University Economist, a NY Times Best Selling Author, President of maxifi.com, and Author of Money Magic.

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Twitter: @kotlikoff

LinkedIn: laurencekotlikoff

Substack: https://larrykotlikoff.substack.com/

Books: https://kotlikoff.net/books/

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