Case Study Teddy amp Theresa Taxable

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In this episode, Justin and Jared break down the life of another sample client: Teddy Theresa Taxable. They are retired in their 60s and have a $25 million net worth. They are not worried about running out of money but want to ensure they avoid estate taxes. We discuss what considerations, opportunities, and mistakes they must be aware of to optimize their financial plan (tax, investment, estate planning, income planning, and risk management). • For more information and show notes, visit: https://bwmplanning.com/episode58 • Connect With Us: • Facebook - https://www.facebook.com/BrownleeWeal... • Linkedin - / brownlee-wealth-management • Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.

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