May 20th, 2017 - Part 2

This week on The Strongroom, we'll talk about how…

An episode of the The Strongroom Radio - Estate Planning Conversations podcast, hosted by The MacMillan Estate Planning Team, titled "May 20th, 2017 - Part 2" was published on May 20, 2017 and runs 11 minutes.

May 20, 2017 ·11m · The Strongroom Radio - Estate Planning Conversations

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Summary

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.

Episode Description

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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