Episode 10: Navigating Estate Planning with David Perlick episode artwork

EPISODE · Jul 3, 2024 · 36 MIN

Episode 10: Navigating Estate Planning with David Perlick

from Live for Today Plan for Tomorrow Podcast · host Gabe Bodner

Join us for Episode 10 of the Live for Today, Plan for Tomorrow Podcast with your host, Gabe Bodner. In this insightful episode, Gabe sits down with David Perlick, Attorney & Legal Tech Entrepreneur, to delve into the critical aspects of estate planning.David shares his expertise on "The 4 Why’s of Estate Planning," offering valuable insights into how he supports clients through challenging family dynamics using the Hub and Spoke concept. Discover estate tax savings strategies and learn about the upcoming 2025 Estate Tax Sunset. David also unpacks the intricacies of Powers of Appointment, providing listeners with a comprehensive understanding of this essential topic.Connect with our Guest at https://perlicklaw.com/

Episode metadata supplied by the publisher feed · Published Jul 3, 2024

Embed this episode

NOW PLAYING

Episode 10: Navigating Estate Planning with David Perlick

0:00 36:32

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Live for Today Plan for Tomorrow Podcast?

This episode is 36 minutes long.

When was this Live for Today Plan for Tomorrow Podcast episode published?

This episode was published on July 3, 2024.

Can I download this Live for Today Plan for Tomorrow Podcast episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!