If you thought our last episode about Estate Planning was beneficial, then you’re really going to find this release chock-full of insight too! Join Zacc and Laura as they dive into the advanced strategies you and your family will want to use for a financially secure future!

 

In this episode, estate planning guru and attorney at York Howell & Guymon, Eric Whiting discusses the various advanced estate planning strategies you can use to maximize the assets your family keeps after you pass.

 

Zacc, Laura, and Eric discuss:

 

• How to find out which estate planning strategy you should use

• The various IRS dollar limitations to be aware of

• How to maximize the dollar amount of your estate your family keeps after you pass (effective tax planning)

• Charitable remainder trusts–what they are and how to implement them in your plan

• And more

 

Resources:

 

• Guided Path 5-4: Estate Planning

 

Connect with Capita Financial Network:

 

• [email protected]

• [email protected]

• (801) 566-5058

• Capita Financial Network

• LinkedIn: Zaccary Call 

• LinkedIn: Laura Hadley

• LinkedIn: Capita Financial Network

• Facebook: Capita Financial Network

 

Connect with Eric Whiting:

 

• LinkedIn: Eric Whiting

• York Howell & Guymon Asset Protection

 

About Eric Whiting:

Eric B. Whiting is an attorney with the Salt Lake City law firm of York Howell. Eric’s practice is focused on estate planning, tax, business planning, and nonprofit entities. Eric also assists clients of large and small estates with all aspects of estate administration and probate. Eric assists business clients with entity selection, structuring, formation, and planning. He also represents clients before the IRS. Eric is currently an active member of the Utah State Bar, Idaho State Bar, Washington State Bar and most recently Wyoming State Bar.

Eric earned his Bachelor's Degree in Economics and Law & Constitutional Studies at Utah State University, his Juris Doctor at Gonzaga University School of Law and his LL.M. in Taxation at Georgetown University Law Center.

When not in the office, Eric loves spending time outside with his wife and three daughters. He enjoys mountain biking, rock climbing, skiing and snowboarding.