Estate Planning Updates

Show aired on February 8th, 2020

Recent changes in estate tax law could cause your estate plan to pass your assets in a way that you don’t intend.  Estate planning attorney, Joel Stoudenmire, joins Mike to review the changes and tell you what you need to watch out for.  Do you have some type of “Formula Trust” in your documents?  This is a must listen to program!

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Estate PlanningTax Planning

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Though Mike Miller is an employee of Ronald Blue Trust, Talking Money^® represents his individual views, and not those of his employer or any other sponsor of the program. During the program, Mike may discuss market trends as well as specific financial planning techniques and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations to any individual or organization. Work with your attorney, or accounting, or investment professional for specific individual advice and services. Any securities or investment products discussed on Talking Money® are not insured by the FDIC, are not a deposit or other obligation of or guaranteed by any bank, and are subject to investment risk, including possible loss of principal amount invested. Some shows contain time sensitive material that should not be relied upon without verifying.

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