Episode 247: The State of Your Estate: Planning Basics (Part 2)

Here’s Part 2 of our State Estate Tax Planning series! Plus, the Lewits share some St. Patrick’s Day data and highlight what’s on the agenda for our March financial planning calendar. Tune in now!Quotes of the Month:“Saving is a very fine thing. Especially when your parents have done it for you.” – Winston Churchill“I’ve got all the money I’ll ever need…if I die by four o’clock.” – Henny Youngman St. Patrick's Day by the Numbers:From green outfits to festive celebrations, St. Paddy’s Day spending adds up. Here are a few statistics that show the financial side of the holiday.March Financial Focus:This March, we’re focusing on maximizing tax-advantaged accounts.Discover actionable steps you can take to make the most of these valuable tax-saving strategies.State Estate Tax Planning Part 2:Explore additional planning strategies that can help preserve more of your estate from Illinois estate taxes and safeguard your legacy.