EPISODE · Jan 2, 2025 · 17 MIN
Estate Planning Must-Knows For Those With Over $1 Million
from Joe Knows Retirement · host Joe Schmitz Jr.
Only 30% of people have an estate plan, but for those with $1 million or more saved or with a pension, they're a non-negotiable. In this episode of Joe Knows Retirement, Joe shares what you need to know about estate planning if you're a Midwestern (Middle Class) Millionaire. He talks about ways to avoid the unnecessary costs of probate, how to prepare for estate taxes, and strategies you can use to make sure as much of your money is used how you prefer as possible. Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/ 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "I Hate Taxes": https://keap.page/bsd964/toolkit-youtube.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement 📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/
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Estate Planning Must-Knows For Those With Over $1 Million
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