Planning out where your money goes when you pass away can be a difficult conversation to have, but it is necessary to optimize your financial plan. On this episode, Taylor and Brad will be discussing ways you can help lower the tax burden on your estate and how this can significantly impact the inheritance your heirs receive.

Important Links:

Monthly Budget: Financial Foundations Monthly Budget.xlsx

Taylor's Website: https://www.fikeadvisors.com/retireasapshow

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Your Early Retirement Map: https://mailchi.mp/fikeadvisors/your-early-retirement-map

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