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Have you fully planned your estate, did you consider everything you need to? A lot of people overlook important aspects of their estate.
In this episode, Jeremy Finger, CFP®, speaks with Tripp Wiles, an Attorney, and Counselor at Law of a full-service Estate, Tax, and Business Planning firm, Wiles Law. Tripp shares how he helps people think about the next level of estate planning and discusses a number of considerations you should think about when the time comes to plan your estate.
Tripp discusses:
- How he helps people think about the next level of estate planning
- What the spousal tax exemption is and how to make sure you don’t lose it
- What a lifetime inheritor’s trust is and why it’s important to consider when planning your estate
- Why so many people often lack the third thing estate planning revolves around, control
- And more