Why Plan? The Benefits of a Comprehensive Estate Plan: Part I – EP. 40 – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Albers discuss the advantages of crafting a comprehensive estate plan compared to a piecemeal approach that is more vulnerable to taxes, lawsuits, divorce, and more.

Mr. Cordell and Ms. Albers discuss why a piecemeal approach to estate planning gives you less control, estate and gift taxes and whether there could be changes to the tax percentages and tax threshold in coming years, how declining population and globalization is likely to contribute to prolonged inflation, how to abstract the most beneficial yield from your assets for your loved ones, and more.

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.