#117 Protect Your Assets With Estate Planning


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Why would you want to work your whole lives just to give all of your assets away to the government and other 3rd parties at the time of your death? The answer is that you wouldn’t; nor would you want to have little or no control over medical decisions if you’re injured.

Tom Walden, Senior VP of Investments with Trilogy Financial Services came on to discuss these and other very impactful reasons to sit down with an estate planning professional.

  • Why is estate planning important for your clients?
  • What is probate and/or what would trigger probate?
  • What does Guardianship for Minors mean?
  • Are there taxes due at someone’s death?
  • As A Financial Advisor How can you help a client save on Estate Taxes?
  • How do your clients start the estate planning process

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