An In-Depth Look at Estate Taxes (w/ Jim Benckendorf) - Season 2, Ep. 5

Your Retirement Blueprint: A 210 Financial Podcast

Estate taxes and planning is a complex topic. How do you minimize taxes after you’re gone? Is there such a thing as “too much” to pass down? What are the exceptions? We are tackling these questions and more in this conversation.
Today, we are joined again by Jim Benckendorf, a partner at Benckendorf & Benckendorf Law Firm and someone who concentrates in complex estate and tax planning, trusts, and probate.
In this episode, Jim shares when you likely need to worry about estate taxes, who should be focused on legacy and estate planning, strategies they use to help their clients plan for the future in their firm, and more.
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Jim Benckendorf is not affiliated with 210 Financial or AE Wealth Management, LLC.