Warning: this show may make you angry!
In this episode, Jake, Gino and Teresa interview estate planning expert and attorney Linas Sudzius, J.D., CLU, ChFC. As you may have heard, everything is changing tax wise. These changes have the potential to devastate families and create financial burdens for your children, especially for real estate investors who have substantial illiquid assets. It’s important to understand and plan for these changes while you still can.
Some key takeaways include:
- What estate planning is
- What the current rules are
- Knowns and unknowns about the changes, and how they can affect what people are doing today and moving forward.
- Strategies you start implementing now.
- How life insurance can play an important role in estate and tax planning.
Listen to the podcast to learn more.
Interested in learning how to begin planning for the changes using the Dual Asset Strategy? Schedule a call with our 100 Year Real Estate Investor Team now: https://100yearrei.com/callnow/