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Mastering Estate Planning: Michael Anastasio on Trusts, Taxes, and Legacy Building
Manage episode 399986034 series 3498475
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In this episode, Michael Anastasio, founding partner of Anastasio Law Group, discusses the importance of estate planning with a focus on real estate. He shares his journey from a trader at the New York Mercantile Exchange to an estate planning lawyer, including his experience with the exchange's public listing.
Episode Takeaways
- Estate planning is crucial for protecting assets and ensuring the smooth transfer of wealth.
- Regularly updating estate plans is essential to reflect changes in personal and financial circumstances.
- Proper planning can help real estate investors avoid significant estate tax burdens and ensure a smooth transition of assets to beneficiaries.
- Life insurance can be used as a tool to build wealth within a trust.
- Teaching children about money from a young age and grooming them for their future roles can be beneficial.
Episode Resources:
👉 Blueprintforclosers.com
👉 Blog
👉 Apple Podcast
👉 Spotify
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