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Episode 3399:
Jesse Cramer breaks down the essentials of estate planning with clarity and a touch of humor, demystifying a topic many avoid until it’s too late. Learn how to protect your loved ones, reduce tax burdens, and ensure your assets are handled exactly the way you want, no matter your age or life stage.
Read along with the original article(s) here: https://bestinterest.blog/estate-planning-101/
Quotes to ponder:
“Estate planning is almost always done with an attorney. CFP financial planners are frequently involved, too.”
“Why set up a trust? It might be to ensure your wishes are followed post-death. Or to reduce tax burden.”
“Keep the documents safe! Store a copy of your estate plan in a safe place.”
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Optimal Finance Daily - Financial Independence and Money Advice