How to protect your assets and legacy from potential financial abuse and undue influence?
Do you know?
In the latest edition of The Millionaire Next Door Podcast, Rob Curtiss is joined by April Rosenberry, director of estate tax and financial planning at SEIA, to explore the complexities of estate planning and the importance of comprehensive financial strategies to safeguard your wealth and loved ones.
April shares her experience and insights on upcoming tax law changes while providing valuable tips to help you navigate the intricate world of estate planning.
Rob and April discuss:
- Estate planning to protect assets and prevent financial abuse
- Federal estate tax laws and upcoming changes
- Different estate planning documents such as wills, trusts, powers of attorney, and healthcare proxy
- Financial elder abuse and undue influence in estate planning
- The value of proactive planning
- And more!
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