Retire Smart Austin | Episode 214
Speaking about the right time, talk a little bit about this Great Wealth Transfer. Over $84 trillion is anticipated to be transferred to different generations.
Retire Smart Austin | Episode 209
They thought they had an estate plan that was viable, but in fact, they made common mistakes, like having one of their children distribute the assets of the estate. We’re going to get into that. It causes family conflicts most of the time.
Retire Smart Austin | Episode 177
The last thing you want is a fight over money at your death. We should be more focused on the thought and the memory of our parents. And I got to tell you, the children like it when there’s an impartial mediator.
Retire Smart Austin | Episode 171
This Is Part Two of the Show That We Started Last Week, And What We’re Talking About Are the Proposed Changes from the Biden Administration and How They Can Affect Retirees, But Also Just Your Legacy Planning and Really Your Life Overall.
Retire Smart Austin | Episode 143
Philip Capriotti discusses financial planning strategies, focusing on tax-efficient retirement plans and estate planning tools like Irrevocable Life Insurance Trusts (ILITs) and Grantor Retained Annuity Trusts (GRATs).
Retire Smart Austin | Episode 142
Learn more about estate planning tools like the Grantor Retained Annuity Trust (GRAT) to transfer wealth efficiently while minimizing tax implications, catering particularly to high net-worth individuals looking to safeguard assets for future generations.