Elder Law Report

Mastering Probate: Maximizing Estates and Minimizing Taxes


Listen Later

Ready to conquer the complexities of probate? Join us in a riveting dialogue with our esteemed colleague, Wesley White, as we unravel the labyrinth of probate and estate planning. We promise to offer you valuable insights into why avoiding probate can save you from the headaches associated with the court system and creditors. Listen in as we share strategic ways to maximize your estate, minimize taxes, and ensure a smoother transition for your heirs.

If you thought probate was a daunting task, prepare to transform your perspective! This episode is a treasure trove of guidance, shedding light on the critical role of seasoned attorneys in the probate process. We chat with experts like Wesley and others who help dispel the myths surrounding probate and make it more accessible. Beyond that, we reveal the importance of proactive planning to circumvent debt, creditor claims, and other potential hiccups that might put your estate's worth at risk. So, fasten your seatbelts as we embark on this enlightening journey into the world of probate and estate planning.

...more
View all episodesView all episodes
Download on the App Store

Elder Law ReportBy Greg McIntyre, J.D., M.B.A.

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

10 ratings


More shows like Elder Law Report

View all
Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

778 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,925 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

736 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,287 Listeners

Radical Personal Finance by Joshua Sheats

Radical Personal Finance

1,884 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

510 Listeners

HerMoney with Jean Chatzky by Jean Chatzky Her Money

HerMoney with Jean Chatzky

1,435 Listeners

NerdWallet's Smart Money Podcast by NerdWallet Personal Finance

NerdWallet's Smart Money Podcast

742 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

666 Listeners

The Long View by Morningstar

The Long View

882 Listeners

Sound Investing by Paul Merriman

Sound Investing

338 Listeners

The Elder Law Coach by Todd Whatley

The Elder Law Coach

9 Listeners

All the Hacks with Chris Hutchins by Chris Hutchins

All the Hacks with Chris Hutchins

1,602 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

741 Listeners

Catching Up to FI by Bill Yount & Jackie Cummings Koski

Catching Up to FI

337 Listeners