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Content provided by Broadcasting Experts, LLC and Fred Saide. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Broadcasting Experts, LLC and Fred Saide or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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Tax Strategies for Effective Wealth Transfer

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Manage episode 448046367 series 2965563
Content provided by Broadcasting Experts, LLC and Fred Saide. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Broadcasting Experts, LLC and Fred Saide or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In Episode 169, Fred Saide discusses the critical importance of estate planning for retirees, emphasizing the need for a comprehensive plan to ensure assets are distributed efficiently and according to one's wishes. He highlights the common pitfalls of probate and the necessity of tax-efficient strategies for wealth transfer. Additionally, Fred addresses the significance of long-term care planning and how it can impact legacy assets, urging listeners to take action now to protect their financial future.

Reach Fred at 800-593-8188.

Money Matters USA

See omnystudio.com/listener for privacy information.

  continue reading

101 episoade

Artwork
iconDistribuie
 
Manage episode 448046367 series 2965563
Content provided by Broadcasting Experts, LLC and Fred Saide. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Broadcasting Experts, LLC and Fred Saide or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In Episode 169, Fred Saide discusses the critical importance of estate planning for retirees, emphasizing the need for a comprehensive plan to ensure assets are distributed efficiently and according to one's wishes. He highlights the common pitfalls of probate and the necessity of tax-efficient strategies for wealth transfer. Additionally, Fred addresses the significance of long-term care planning and how it can impact legacy assets, urging listeners to take action now to protect their financial future.

Reach Fred at 800-593-8188.

Money Matters USA

See omnystudio.com/listener for privacy information.

  continue reading

101 episoade

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