Episode 14 | How to Leave a Legacy: Understanding the Importance of Estate Planning 

Alice Pearl from the Law Offices of Michael K. Lanning and Jessica Nadler, an SLBiggs Partner at SingerLewak, discuss the significance of estate planning. Estate planning helps to maximize one's legacy while minimizing taxes and maintaining peace among loved ones. They cover several topics, such as explaining what an estate plan and a trust are, the consequences of not having an estate plan, estate taxes and trust income taxes, proactive planning tips to ensure your desires are fulfilled, and best practices for trustees to have a successful administration, including record-keeping and trust accounting.

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Questions or feedback? Reach out to Jessica Nadler [email protected]

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