Tricks to Beat Death and Taxes

It has been said that the only two certain things in life are death and taxes. While you ultimately can't avoid either, you can have your way after you pass away. In this episode, Attorney Brittany Smith and Long-Term Care Planner Tammy Zilske give tips for effective estate administration, so that you can allow a difficult time for your family to be made easier while ensuring that appropriate decisions are made on final distribution of your estate. Among the topics discussed are understanding the probate process, guidelines and time frames, rules governing state and federal estate inheritance and estate taxes, the importance of naming trusted beneficiaries, legal documents that protect a spouse after the other spouse passes, and much more.

This episode is an audio recording of a virtual seminar originally presented on October 29, 2020. To view a video of this presentation, complete with PowerPoint slides, visit our YouTube channel.