Estate planning can seem like a process that is only for those who are very wealthy and have complicated assets to manage. Today, Paul and Ira talk about how average Americans come to build wealth over their lifetime through working, saving, staying motivated, and taking risks. Listen along as these advisors explain why you shouldn’t “check out” when you hear about estate planning. Paul and Ira cover how the things you own get taxed as they pass from one person to another and how an estate plan helps you make a plan to contribute to the future of your family or business.
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