Dylan Metzner measures his accomplishments by the value and successful outcomes he creates for the clients he serves, including high-net-worth individuals, corporate executives, closely held business owners, and professionals. He counsels individuals and families throughout the United States and internationally with their tax, estate and private wealth planning needs, guiding them through the maze of laws and practical considerations, moving each client closer to achieving goals and resolving outstanding issues.

Listen to this informative Legacy Leaders episode with Dylan Mentzer about family dynamics and estate planning

Here is what to expect on this week’s show:

● Dylan discusses how estate planning is crucial for maintaining family harmony and passing down wealth and values. Issues such as family dynamics, potential conflicts, and the importance of tough discussions are common themes in estate planning.

● Dylan emphasizes the importance of considering income tax consequences related to retirement accounts in estate planning. Retirement accounts can have significant tax implications for beneficiaries, so it's crucial to address this alongside minimizing estate taxes. Failing to do so could lead to unexpected tax burdens for heirs inheriting these assets.

● Dylan talks about the need for involving professionals like estate attorneys and financial advisors is crucial for transitioning family wealth smoothly. Dylan and Carol emphasize the importance of minimizing family discord during the estate planning process. They stress the need for tough discussions with family members to avoid conflicts.

● Open communication is crucial in selecting guardians, financial decision-makers, and medical decision-makers in estate planning. It is important to have candid conversations with potential decision-makers to ensure they are willing and able to fulfill these roles, avoiding conflicts of interest and misunderstandings. By openly discussing expectations and responsibilities, individuals can minimize the risk of family discord and ensure a smooth transition of decision-making authority in times of need or incapacity.

Connect with Dylan:

https://joneskeller.com/attorneys/dylan-h-metzner/

https://joneskeller.com/

https://www.linkedin.com/company/jones-&-keller-pc/mycompany/?viewAsMember=true

https://www.linkedin.com/in/dylan-metzner-20719041/

With your Guest Host Carol Eddy:

Carol Eddy is a distinguished Certified Financial Planner™ and fiduciary, serving Colorado, Montana, Oklahoma, Indiana, & California with dedication since 1997. Carol's professional journey evolved from her background as a family therapist, driven by her profound observations of women grappling with financial challenges during trying times. This transformative experience ignited her mission to empower women to achieve financial victory.

At the heart of Carol's approach is her groundbreaking "She Wins Process," a strategic framework that empowers women to take tangible steps toward financial triumph. It's about breaking free from financial constraints and embracing a brighter future now.

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