A Conversation Around Estate Planning & Taxes with Michael Canarick episode artwork

EPISODE · Jul 5, 2021 · 32 MIN

A Conversation Around Estate Planning & Taxes with Michael Canarick

from WealthStyle Podcast

There’s nothing like the peace of mind that comes with having a strategic and comprehensive plan for your future. This is especially true when it comes to your estate plan. In this episode, Canarick & Canarick’s founder and estate planning attorney, Michael Canarick, sits down with Iván Watanabe to discuss the value of having an estate plan. He explains the current estate planning and tax environment and other considerations to help you plan your estate strategically and specifically. Michael discusses: How estate taxes work & new estate tax laws Generational trusts and how they relate to asset protection and estate planning  How selling or gifting estates can reduce or eliminate estate-related taxes Must-have estate planning documents  And more Connect with Michael Canarick: [email protected]  Canarick & Canarick  LinkedIn: Michael Canarick  Connect with Iván Watanabe: Opus Private Client, LLC  LinkedIn: Iván Watanabe About Michael Canarick: Canarick & Canarick was founded by Michael Canarick, an estate planning attorney with a Master of Laws in Taxation from NYU and a member of the New Jersey, New York, and Pennsylvania Bars. Michael has over 15 years of experience in counseling on tax and estate planning matters and developing strategies that will help create and preserve wealth through generations. Michael’s practice consists of reviewing and drafting legal documents for clients and educating them on the various options that exist when it comes to the distribution of their assets. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

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