How To Simplify Your Estate Planning

Share it with your friends Like

Thanks! Share it with your friends!


How To Simplify Your Estate Planning

Subscribe today to stay up to date with our latest shows and highlight videos:

Our professional focus is on financial planning and investment management, and we leverage our knowledge for your benefit. We help you focus on the things you can control and manage the things you can’t. Visit our site for more info :

Are you ready to go beyond common sense when it comes to your money? Check out all the resources The Money Guy Show provides:


Camila Genevieve says:

This video just helped to change my life as well as my family's, thank you.

A Muse In the craftroom says:

Any recommendations on fiduciary administration of estate trusts? I don't want to burden any family or cause strife. A neutral 3rd party would be awesome, even with admin fees. Does this even exist?

Brian James says:

Hello! Estate Planner here. One thing to keep in mind is that some states still have a state-level exemption that can be much lower than the federal exemption. Also, some states carry an inheritance tax (PA has a particularly gross one). But you’re spot on saying that planning for MOST people today is less about saving on estate tax and more about enumerating your wishes in a concrete, concise manner.

Write a comment