EPISODE · May 20, 2017 · 10 MIN
May 20th, 2017 - Part 1
from The Strongroom Radio - Estate Planning Conversations · host The MacMillan Estate Planning Team
This week on The Strongroom, we'll talk about how getting started early is one of the keys to good estate planning - or life planning, as we like to call it - because what you are really doing is structuring a plan that protects assets, minimizes taxes, and provides peace of mind. We'll also talk about the vacation property and how to deal with the transition from the parent group to the next generation: and how to keep a place with lots of family memories from becoming a source of arguments and problems.
What this episode covers
This week on The Strongroom, we'll talk about how getting started early is one of the keys to good estate planning - or life planning, as we like to call it - because what you are really doing is structuring a plan that protects assets, minimizes taxes, and provides peace of mind. We'll also talk about the vacation property and how to deal with the transition from the parent group to the next generation: and how to keep a place with lots of family memories from becoming a source of arguments and problems.
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May 20th, 2017 - Part 1
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