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Navigating Estate Planning: How to Protect Your Wealth with Trusts and Asset Preservation Strategies
Manage episode 406044760 series 3556879
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Discover the safeguards for your hard-earned assets with expert guidance from certified elder law attorney Todd Whatley and certified financial planner Ian Weiner. Prepare to fortify your family's future as we unravel the complex world of irrevocable trusts and the strategies you need to protect your wealth from Medicaid claims. We're not just scratching the surface; we're providing a roadmap for the prudent management of your estate, ensuring you're well-equipped with knowledge that can withstand the test of time and unforeseen circumstances.
Embark on a journey of financial wisdom as Todd and Ian demystify the intricacies of estate planning. Our discussion navigates through the treacherous misconceptions about revocable and irrevocable trusts, the critical five-year look-back period, and the importance of specialized legal advice. From addressing the challenges of including IRAs and other pre-tax assets in your trust to understanding the tax benefits of maintaining a stepped-up basis for inherited property, this episode is an invaluable resource for anyone seeking to secure their legacy with precision and foresight. Join us and take control of your estate planning with confidence and clarity.
Chapters
1. Navigating Estate Planning: How to Protect Your Wealth with Trusts and Asset Preservation Strategies (00:00:00)
2. Protecting Assets From Medicaid With Trusts (00:00:03)
3. Irrevocable Trusts (00:10:42)
4. Estate Planning and Asset Protection (00:19:47)
12 episodes
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