Avoiding Probate and Estate Taxes

Alain Roman, Alain Roman Law

– The Sharkpreneur podcast with Seth Greene Episode 662 Alain Roman

Attorney Alain E. Roman, Esq. practices primarily in the areas of estate planning, probate, and guardianship with a focus on tax issues. Attorney Roman helps individuals prepare estate plans that focus on asset protection, incapacity planning, and reduction of the estate tax. He graduated 2nd in his class at St. Thomas School of Law and has a Master’s in Taxation from New York University. Attorney Roman is the Managing Partner of The Law Office of Alain Roman, PLLC located in Doral, Florida. Attorney Roman is also a Director in the Florida Bar Tax Section Education Committee. 

Listen to this illuminating Sharkpreneur episode with Alain Roman about avoiding probate and estate taxes.

Here are some of the beneficial topics covered on this week’s show:

●    How high net worth clients want to reduce the amount of estate taxes they pay.

●    Why the right estate planning will save you money with your taxes.

●    How one of the ways to avoid probate is to create a trust.

●    How the easiest way to avoid probate is to add a beneficiary to your accounts.

●    Why you should create a revocable trust to take things out of your name.

Connect with Alain:

Guest Contact Info

Twitter

@AlainRomanLaw

Instagram

@alainromanlaw

Facebook

facebook.com/alainromanlaw

Links Mentioned:

alainromanlaw.com

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