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Financial Planning and Estate Planning: How Florida Families Can Protect Their Future
Episode Summary:
In this episode, Estate planning attorney explained how financial planning complements estate planning. They discuss strategies to protect your assets, secure a comfortable retirement, and pass wealth responsibly to the next generation. Topics include trusts, step-up in basis, long-term care planning, and the importance of working with a professional team to safeguard your family’s financial future.
Key Timestamps:
00:00: Financial planning and estate planning alignment
02:20: Initial financial steps in estate planning
05:00: Diversifying short-, medium-, and long-term goals
08:30: Trusts, estate planning, and step-up in basis benefits
12:40: Collaborating with attorneys, CPAs, and advisors
15:00: Costs, insurance, and early planning benefits
18:40: Reviewing financial and estate plans regularly
20:00: Risks of DIY financial planning
22:00: The value of fiduciary advisors
About the Show:
Wills Estates and What Comes Next provides Florida families with clear, compassionate guidance through estate planning and probate. Attorney Jamie Cuzmar shares actionable advice to help families protect what matters most, avoid costly mistakes, and plan for a secure financial future. Each episode features expert insights from professionals in finance, law, and wealth management.
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By willsestatesandwhatcomesnextEpisode Summary:
In this episode, Estate planning attorney explained how financial planning complements estate planning. They discuss strategies to protect your assets, secure a comfortable retirement, and pass wealth responsibly to the next generation. Topics include trusts, step-up in basis, long-term care planning, and the importance of working with a professional team to safeguard your family’s financial future.
Key Timestamps:
00:00: Financial planning and estate planning alignment
02:20: Initial financial steps in estate planning
05:00: Diversifying short-, medium-, and long-term goals
08:30: Trusts, estate planning, and step-up in basis benefits
12:40: Collaborating with attorneys, CPAs, and advisors
15:00: Costs, insurance, and early planning benefits
18:40: Reviewing financial and estate plans regularly
20:00: Risks of DIY financial planning
22:00: The value of fiduciary advisors
About the Show:
Wills Estates and What Comes Next provides Florida families with clear, compassionate guidance through estate planning and probate. Attorney Jamie Cuzmar shares actionable advice to help families protect what matters most, avoid costly mistakes, and plan for a secure financial future. Each episode features expert insights from professionals in finance, law, and wealth management.