In this episode of EWA’s FIN LYT Podcast, Jamison and Ben explore why the IRS shouldn’t be your biggest heir. They break down how estate taxes and state inheritance taxes work, why liquidity issues with real estate and businesses create problems, and what families can do to protect wealth across generations.

From trusts that act like a prenup, to lifetime gifting strategies, Roth conversions, and the smart use of life insurance or charitable planning, this conversation highlights practical ways to reduce taxes, safeguard assets, and ensure your legacy benefits your loved ones and not the IRS.

Join us each week as we share insights to help you align your wealth with the life you want to live.

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