Episode 246: The State of Your Estate: Planning Basics (Part 1)

Our 2 Cents

Our 2 Cents
Episode 246: The State of Your Estate: Planning Basics (Part 1)
Mar 06, 2026
Our2centspodcast

A fresh episode of Our 2 Cents is here! On today's show, Steve and Gabriel give you the inside scoop on whether retiring overseas is really worth it and launch part 1 of their state estate tax planning series. Listen in now!

  1. The Iran Conflict:
    • Quick comments on the economical impacts of this ongoing matter.
  2. Retiring Outside the U.S.:
    • Retiring abroad can sound like a dream, but is the reality as simple as it seems?
  3. State Estate Tax Planning Part 1:
    • How does federal estate tax differ from state estate tax?
    • What planning strategies can help minimize Illinois estate taxes?