Podcasts about estate taxes

In this episode, we discuss why the right to an attorney remains one of the most important protections in the American legal system, using Gideon v. Wainwright to examine how due process actually functions in practice. We explore the recent surge in gold and silver prices, weighing inflation fears against global instability and market psychology, and consider how Trump's negotiation style plays out in diplomacy and financial markets. We also examine a new film about Melania Trump, why it misses the larger political moment, and how culture increasingly drifts away from economic reality. We then turn to the so-called Great Wealth Transfer, where we explore how inheritances shape labor markets, housing prices, charitable giving, and long-term economic behavior, along with the unintended consequences that massive shifts in wealth can create for policy, taxation, and inequality. 00:00 Introduction and Overview 00:29 The Story Behind the Right to an Attorney (Gideon v. Wainwright) 03:44 Why Gideon's Case Still Matters Today 04:43 Precious Metals Surge: Gold and Silver Prices Explained 06:40 Inflation vs. Global Risk as Drivers of Gold Prices 08:04 Trump's Negotiation Style and Market Turbulence 09:53 Why Business Tactics Fail in Diplomacy 11:06 Foolishness of the Week: The Melania Trump Movie 13:22 Why the Movie Misses the Real Political Story 15:15 James Bores Ant with Sports Discussion 16:01 The Great Wealth Transfer 17:52 Why Inheritances Don't Behave Like Savings 19:22 Inheritances as Economic Stimulus 22:10 Early Retirement and Labor Market Effects 23:14 Will Wealth Skip a Generation? 24:18 How Big the Wealth Transfer Really Is 25:58 Why the Economy Keeps Avoiding Recession 26:43 Racial Wealth Gaps and Political Fallout 30:49 Why Redistribution Could Backfire 32:04 Estate Taxes, Trusts, and Avoiding the IRS 36:36 Which States Will Gain the Most from Inheritance 38:25 Interest Rates, Inflation, and ESG Investing 40:29 Housing Prices vs. Rental Markets 42:26 Unintended Consequences of Massive Wealth Shifts 43:29 Charitable Giving and Inheritance Choices 44:37 Final Thoughts on Markets, Wealth, and the Future Learn more about your ad choices. Visit podcastchoices.com/adchoices

The “Billion-Dollar Asset” That Still Had to Be Sold A story Bruce shares in our retirement class teaching always stops people in their tracks. A family inherited an NFL team worth just under a billion dollars. The asset was valuable. The legacy was real. But the planning wasn't there. When estate taxes came due, the heirs didn't have the liquidity to pay the bill. And because the wealth was tied up in an illiquid asset, they had to sell the team. https://www.youtube.com/live/6lCgo4y3LYs Most families will never own an NFL franchise. But plenty of families do own a business, a portfolio of real estate, land that's been in the family for generations, or investments that look substantial on paper but aren't easy to convert into cash quickly. And that's where this topic becomes personal: if you don't plan ahead, your family may be forced into decisions you never intended—simply to satisfy a tax obligation. This is why we're talking about how to avoid estate tax legally—so your wealth can serve your heirs and your purpose, not become a burden or a fire sale. The “Billion-Dollar Asset” That Still Had to Be SoldWhat You'll Learn About How to Avoid Estate Tax LegallyThe Practical Building Blocks of Estate Tax PlanningEstate Tax vs Inheritance Tax Difference: Start With the Right DefinitionsFederal Estate Tax Exemption 2026 and Why the Rules Don't Stay PutEstate Tax Exemption 2025 vs 2026: Timing MattersEstate Tax Rate 40 Percent: The “One-Time Loss” That Creates Long-Term DamageWhy Do Estate Tax Planning Strategies Matter Even If You're Under the Exemption Today?Estate Planning for Married Couples vs Surviving Spouse: The Quiet ShiftHow to Avoid Estate Tax Legally With Annual GiftingDo I Have to Report Gifts Under 19,000?When Do You Have to File Form 709 Gift Tax Return?Lifetime Gift Tax Exemption 2026: Larger Gifts and Long-Term TrackingGiving With Warm Hands: Why Legacy Planning Is Bigger Than Tax PlanningEstate Liquidity Planning: What Happens if an Estate Is Mostly Real Estate and Taxes Are Due?How Can Life Insurance Provide Liquidity for Estate Taxes?Irrevocable Trust Estate Planning StrategiesHow to Avoid Estate Tax Legally: Life Insurance for Banking vs Life Insurance for Estate Tax529 Plan Superfunding: Gifting to Reduce Estate Size (and the Control Question)The Most Important Takeaway on How to Avoid Estate Tax LegallyListen to the Full Episode on How to Avoid Estate Tax LegallyBook A Strategy CallFAQWhat is the difference between estate tax and inheritance tax?How does the estate tax exemption work?Should I do estate tax planning if I'm under the exemption today?What is the annual gift tax exclusion?Do I have to report gifts under the gift tax exclusion?When do you have to file Form 709?What happens if an estate is mostly real estate and taxes are due?How can life insurance provide liquidity for estate taxes?Which states have estate or inheritance taxes? What You'll Learn About How to Avoid Estate Tax Legally If you've ever wondered, “Will my legacy go to my family…or to the IRS?” you're asking the right question. In this blog, we're going to walk you through the core ideas from our podcast episode on estate and inheritance taxes—what they are, how exemptions work, why the rules change, and what families can do now to protect generational wealth. You'll learn: The estate tax vs inheritance tax difference (and why it matters) How the federal estate tax exemption 2026 conversation impacts planning today Why a married couple's plan can change dramatically when one spouse dies How annual gifting works (and why people confuse it) When Form 709 may come into play Why estate liquidity planning can be the difference between preserving an asset and losing it How life insurance and trusts are commonly used to create options and control Quick note: we're not attorneys. We sit in these meetings with attorneys. We collaborate with estate planning professionals constantly. Our goal is to give you a clear framework so you can make wise decisions and ask better questions with your CPA and attorney. The Practical Building Blocks of Estate Tax Planning Estate Tax vs Inheritance Tax Difference: Start With the Right Definitions One of the biggest sources of confusion we see is people using “estate tax” and “inheritance tax” like they're interchangeable. They're not. Here's the simple distinction: Estate taxes are settled by the estate. The money comes out of the estate before everything is fully distributed. Inheritance taxes are settled by the beneficiaries. The tax bill is tied to what they receive. There's also the state-level reality: not every state has inheritance tax, and state estate taxes can be entirely different from federal rules. That's why one of the first questions we encourage families to answer is: “Which taxes apply in my state, and which apply federally?” When you get the definitions right, you avoid planning in the wrong direction. Federal Estate Tax Exemption 2026 and Why the Rules Don't Stay Put When we recorded this episode, we were in December 2025, and Congress had just changed a tax bill that was expected to sunset at the start of 2026. That shift is a perfect example of why families can't build a legacy plan on the assumption that today's rules will remain tomorrow's rules. Here's what matters more than any single number: tax law can change quickly, and thresholds can move. That's why planning is less about guessing the future and more about building a structure that is resilient no matter what Congress does next. Estate Tax Exemption 2025 vs 2026: Timing Matters A detail that surprises many families is that timing can change what exemption applies. If someone passes away in one year, that year's rules apply. If they pass away the next year, the next year's exemption applies. We don't control the timing of life. But we can control the readiness of our plan. Estate Tax Rate 40 Percent: The “One-Time Loss” That Creates Long-Term Damage A federal estate tax hit can be significant. In our conversation, we referenced how quickly the dollars add up when large estates exceed the exemption threshold. But the bigger point we want you to see is this: It's not just the dollars paid in tax once. It's the generational opportunity cost of losing that capital. When your family loses money to unnecessary taxes, your family also loses what that money could have produced across decades: businesses that could have been started real estate acquisitions that could have created cash flow education and training that could have expanded a child's capacity family philanthropy that could have multiplied impact economic stability that could have protected future generations Bruce tells clients: when the money is gone, you can't make money on that money anymore. That's not just a financial statement. It's a legacy statement. Why Do Estate Tax Planning Strategies Matter Even If You're Under the Exemption Today? This is where most families get lulled to sleep. They see a high exemption and think, “We don't need to worry about estate taxes.” Two realities can make that assumption dangerous: Exemptions can change Your plan changes when one spouse dies Estate Planning for Married Couples vs Surviving Spouse: The Quiet Shift Even if you don't consider yourself “ultra-wealthy,” your planning needs to account for the fact that most couples will not pass away at the same time. A couple may look comfortably under a combined exemption threshold—then one spouse dies and the surviving spouse's position changes. Planning that felt safe becomes exposed. We see this across many areas of tax planning, not just estate taxes. The financial world often treats “married” and “single” very differently. That's why it's so important to build your plan while you still have options, flexibility, and time. How to Avoid Estate Tax Legally With Annual Gifting One of the simplest tools families can use is consistent, intentional gifting. In our episode, we talked about an annual gifting amount of $19,000 per person, per recipient, per year. The specific number can change over time, so always confirm the current annual exclusion with your CPA. But the concept is what matters. Here's why annual gifting is so powerful: It reduces the size of your estate over time It can move assets into the next generation in a planned way It can be used to build capability, not entitlement—if you pair it with purpose and guidance Do I Have to Report Gifts Under 19,000? In many situations, gifts under the annual exclusion amount don't require filing a gift tax return. That's why families like it: it's simple and consistent. Where it gets complicated is when you go above the annual threshold. When Do You Have to File Form 709 Gift Tax Return? If you exceed the annual exclusion amount, you may need to file a gift tax return (often IRS Form 709). Filing doesn't necessarily mean you owe tax immediately. It can mean the gift is tracked against lifetime gifting limits. Your CPA is the right person to guide you on the reporting mechanics for your situation. The takeaway: gifting can be one of the cleanest ways to reduce your estate—especially when you do it proactively and consistently. Lifetime Gift Tax Exemption 2026: Larger Gifts and Long-Term Tracking Beyond annual gifting, there is typically a lifetime gifting framework that tracks larger transfers. This is where families often say, “I'm confused,” and they're not alone. The important part isn't memorizing every detail—it's understanding the two-tier structure: annual gifting can be simple and repeatable larger gifts may require reporting and coordination with lifetime limits Again, this is why we encourage families to coordinate with their CPA and estate planning attorney.

An Easy Way to Avoid WA Estate Taxes

This week, Todd Lutsky explains how trusts help you avoid estate taxes and managing cash gifts to children.

How a WA LLC Can Increase Your Estate Taxes

How a WA LLC Can Decrease Your Estate Taxes

In this episode of Beer and Money, Ryan Burklo and Rob Bukacek delve into the intricacies of estate planning, focusing on a sample client with a $4 million estate. They discuss the importance of revocable living trusts, the avoidance of probate, and the management of assets to ensure they are passed on to heirs in a protected manner. The conversation also touches on the implications of spousal trusts, estate taxes, and strategies for safeguarding assets for future generations, emphasizing the need for careful planning to protect family wealth. Check out our website:  beerandmoney.net Find us on YouTube: https://www.youtube.com/@beerandmoney Subscribe to our newsletter: https://www.quantifiedfinancial.com/subscribe-now Check out our Instagram: https://www.instagram.com/ryanburklofinance?igsh=ZTJzN3Jnajd5M2Mw For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways Estate planning is crucial for high-net-worth individuals. Revocable living trusts help manage assets and avoid probate. It's important to consider potential issues with heirs, such as addiction or financial irresponsibility. Amendments to trusts may be necessary as laws and family situations change. Life insurance can impact estate tax considerations significantly. Understanding state-specific estate tax exemptions is essential for planning. Credit shelter trusts can protect assets from creditors and divorcing spouses. Trusts can be structured to provide for children while protecting their inheritance. Parents should consider how to manage their children's access to wealth after their passing. Effective estate planning requires ongoing education and adjustments.  Chapters 00:00 Introduction to Estate Planning 03:02 Understanding the Sample Client's Estate 06:14 The Role of Revocable Living Trusts 09:00 Avoiding Probate and Managing Assets 11:57 Navigating Spousal Trusts and Estate Taxes 17:51 Protecting Assets for Future Generations

Life Insurance Proceeds DO Count for Estate Taxes

What happens when an estate includes non-resident beneficiaries or is managed by a non-resident executor?  In this follow-up to their previous episode on non-resident property owners, Frankie and Sarah welcome Baker Tilly Ottawa partner Julianne McLaren for a deep dive into the lesser-known tax implications of estate distributions involving non-residents. From T2062 forms and treaty … Read More Read More

LLC - Good for Asset Protection, Bad for WA Estate Taxes

The real reason for revocable living trusts is not to save on estate taxes

What did you think of todays show??What happens to your business and your family if you're suddenly gone? No one likes to talk about it, but today we're getting into estate planning, how to make things easier on your spouse if the unexpected happens, and what you can do now to start protecting your wealth.You'll learn how the rich avoid estate taxes, why liquidity is a major issue for most investors, and the one mistake that could force your family to sell everything.Topics discussed:Introduction (00:00)Social media's fear-based algorithm (01:05)Dylan's car accident wake-up call (06:23)Estate planning for real estate investors (07:51)How the rich avoid estate taxes (10:05)Partnerships, agreements, and trusts (11:55)3 things to simplify your plan (15:40)Living frugally vs. living life to the fullest (18:40)What happened to Dylan's business when he was out of commission (24:49)New Fed rate cuts: too little, too late? (28:51)The only people getting institutional money right now (31:55)Will Fannie and Freddie go private? (33:22)Who's getting the best rates right now (35:09)Learn more about the Collecting Keys SCALE Community! https://collectingkeys.com/scale/Check out the FREE Collecting Keys “Invest Anywhere” Guide to learn how to find deals in ANY MARKET Completely virtually (this is how we scaled to over a dozen markets)!https://instantinvestor.collectingkeys.com/invest-anywhereFollow us on Instagram!https://www.instagram.com/collectingkeyspodcast/https://www.instagram.com/mike_invests/https://www.instagram.com/investormandan/https://www.instagram.com/dylan_does_dealsThis episode was produced by Podcast Boutique https://www.podcastboutique.com

Credit Shelter Trusts are NOT Needed for Fed Estate Taxes

Tip Tuesday, 2-4 Min Real Estate TipsWhat Home Buyers Should Know About Gift and Estate Taxes Thinking about receiving a gift or inheritance to help with your next home purchase?  Recent updates to gift and estate tax rules could impact your options and long-term plans. This week, we're breaking down what these changes mean for Arizona buyers. Got questions about how these updates might affect your move? Drop them below or send us a DM! #HomebuyerTips #EstatePlanning #ArizonaRealEstate #SmartMoves #TaxTalk #HomebuyingJourney #TeamEvoAZ Text ConnectWithKatie to 480-508-9828 Text ConnectWithRyan to 480-508-9828 Want to browse Phoenix area homes? Text GetPhoenixDeals to 480-508-9828 to see our current "good deals" page. Disclaimer: The information provided in this video is for educational purposes only and not financial or legal advice. Always consult a licensed lender, real estate agent, or wealth manager for guidance specific to your situation.

The One Big Beautiful Bill remains long and confusing. Some people think that the new tax laws are barking mad, while others are wagging their tails with delight. Listen in as Ben and Nate are joined by Ken Eremita, CPA and his dogs. From his Los Angeles office, Ken breaks down what SALT deductions are and how the changes could result in big tax savings for docs like you. We also cover qualified business income deductions and how the changes will impact self-employed physicians. Ben, Nate, and Ken also talk about some changes that will specifically impact doctors with kids, like the new 529 rules and changes to Estate Taxes. If you'd like to work with Ken, you can find him on his website, keneremita.com, or email him at info@keneremita.com Are you ready to turn worries about taxes and investing into all the money you need for college and retirement? It's time to make a plan and get on track. To find out if we're a match visit physicianfamily.com and click get started or, you can ask a question of your own by emailing podcast@physicianfamily.com. See marketing disclosures at physicianfamily.com/disclosures

Justin Schein, cinematographer and filmmaker, talks about his new documentary, "Death and Taxes," which examines inherited wealth and inequality in America. 

Do Deathbed Gifts Avoid Estate Taxes?

In this episode of Absolute Trust Talk, host Kirsten Howe examines the estate complications following One Direction member Liam Payne's tragic death in Argentina in fall 2024. At just 30 years old, Payne left behind a $32 million estate—but no will. His complex assets include performance income, solo artist earnings, brand deals, music publishing rights, and venture investments. Without estate planning, his 8-year-old son Bear becomes the sole intestate heir, inheriting the full amount at age 18. Kirsten analyzes the cascading problems: massive probate fees (at least $376,000 in California), no designated asset management for the minor child, potential displacement of Payne's live-in girlfriend, substantial estate taxes on $18 million (a 40% rate), and no provisions for parents or siblings. This case illustrates how even young, successful individuals require comprehensive estate planning to safeguard their loved ones and preserve their wealth. The key lesson: don't die intestate—unexpected death can happen at any age, making proper planning essential for anyone with assets and people they care about.   Time-stamped Show Notes: 0:00 Introduction 0:57 Listen as we discuss the untimely passing of Liam Payne and his $32 million estate with complex assets and no will 2:16 While Liam is a citizen of the UK, we're going to analyze his case as if it were under California law, and why probate is problematic for large estates 3:19 The massive cost of probate: $376,000+ in statutory fees alone for complex assets such as those like Liam's 4:33 Estate Planning Lesson #1: No chosen asset management for minor child - court appoints ex-girlfriend and music lawyer 5:52 Estate Planning Lesson #2: 18-year-old inheritance age - few parents think this is appropriate for $32 million 6:35 Estate Planning Lesson #3: No provisions for other family members - parents, siblings get nothing 7:24 Estate Planning Lesson #4: Live-in girlfriend faces potential eviction with no inheritance rights 8:16 Estate Planning Lesson #5: Massive estate tax liability - 40% on $18 million could have been minimized 9:16 Key takeaway: Estate planning is essential at any age when you have assets and loved ones

Many business owners purchase insurance without truly understanding what they're buying or what critical coverage they might be missing. Host Kirsten Howe addresses this knowledge gap by welcoming Dean Myers, owner of Core Insurance Agency, to reveal the fundamental insurance coverage every business owner needs before opening their doors. Dean, who specializes in errors and omissions insurance for lawyers, accountants, doctors, and professional trustees, breaks down the three critical pillars of business insurance: workers' compensation, general liability, and property insurance.   As the first installment of a multi-part series, the focus centers on the absolute basics that form the foundation of any solid business insurance strategy. Dean demystifies workers' compensation requirements in California, explaining why it's legally mandatory even for part-time employees and how the no-fault system protects both employers and workers. The conversation explores the role of general liability insurance in protecting against third-party claims, encompassing a range of incidents, from slip-and-fall accidents to product liability issues. It explores the comprehensive coverage of property insurance, including business interruption and extra expense provisions. Whether you're a solo practitioner considering your first employee or an established business owner reviewing your coverage, the discussion provides crucial insights into protecting your business from day one.   Time-stamped Show Notes: 0:00 Introduction 2:12 Meet Dean Myers, founder of Core Insurance Agency and specialist in professional liability coverage. 3:04 Listen in to learn about the three non-negotiable insurance pillars every business needs, plus why California law demands workers' comp coverage even for your first part-time employee. 5:04 Workers' comp is identical across all carriers by law, but the "no-fault" system means injured employees can never sue you. 7:06 Did you know? Injured workers typically receive only two-thirds of their salary because insurance companies aim to incentivize their return to work. 9:27 Office workers pay vastly different premiums than construction crews, and your claims history can earn you substantial discounts or painful penalties. Here's what you need to know. 10:02 Pro Tip: Insurance companies often offer free risk management consultations that many businesses overlook, potentially missing out on significant premium savings. 14:20 Next, Kirsten and Dean discuss understanding the difference between premises coverage and products liability, which can help you avoid accidentally choosing the wrong protection. 15:51 Property insurance covers everything from meteor strikes to water damage, but the real goldmine is business interruption coverage. 17:31 Business interruption pays your lost revenue and employees' salaries when disaster shuts you down, plus covers temporary facilities while you rebuild.

June 19, 2025 ~ The Big, Beautiful Bill would raise estate tax exemption to $15 Million and make it permanent. Dave Sowerby joins Kevin to discuss this.

We sit down with estate planning attorney Christopher Reeves of Reeves Law, P.C. to break down the essentials of protecting and transferring wealth. From the core documents every estate plan needs — like wills and powers of attorney — to the differences between probate and non-probate assets, Chris explains it all in plain English.  Original Air Date: June 7, 2025 Read the Article: https://www.henssler.com/you-cant-take-it-with-you-but-you-can-decide-who-gets-it 

 In this episode of “Henssler Money Talks, we kick things off with a market update covering the latest Personal Consumption Expenditures (PCE) data, University of Michigan Consumer Sentiment readings, and ongoing trade talks impacting global markets. Then we sit down with estate planning attorney Christopher Reeves of Reeves Law, P.C. to break down the essentials of protecting and transferring wealth. From the core documents every estate plan needs — like wills and powers of attorney — to the differences between probate and non-probate assets, Chris explains it all in plain English. We dive into when and why you might need a trust, how various life scenarios affect your estate planning strategy, and how often you should a review of your plan. Whether you're married, single, have children, or just starting to think about the future, this episode offers practical insights for securing your legacy. Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — June 7, 2025  |  Season 39, Episode 23  Timestamps and Chapters 1:58: Trade Talks with China, PCE Deflator, and Consumer Sentiment 22:43: Interview with Christopher Reeves, Esq. Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

The 2 Estate Taxes Washington Residents Need To Know About.

One Of The Easiest Ways To Avoid Washington State Estate Taxes.

In this conversation, Dr. Jackie Meyer and Justin Baker delve into the intricacies of estate tax planning, discussing the current landscape of estate tax exemptions, the role of CPAs in estate tax planning, and the importance of proactive engagement with clients. They explore the dynamics of unexpected estate tax bills and provide practical examples of how effective planning can lead to significant tax savings. The discussion emphasizes the need for collaboration between CPAs and estate planning attorneys to ensure clients are well-informed and prepared for potential estate tax liabilities. In this conversation, Dr. Jackie Meyer and Justin Baker delve into the intricacies of estate tax planning, discussing various strategies for both closely held businesses and clients with liquid wealth. They explore the costs associated with setting up estate structures, the importance of proactive planning, and the various tools available to optimize tax savings. The discussion emphasizes the need for CPAs to initiate conversations about estate planning with their clients, highlighting the potential for significant tax savings and the value of collaboration in providing comprehensive financial advice.

In this episode, Deepak and Shray unpack the ins and outs of international investing—why it matters, when it makes sense, and who it's really for. From rupee depreciation to political and geographical risks, they explore the key reasons to diversify your portfolio beyond India's borders. They also discuss a crucial question: At what level of capital does it become meaningful to place your money outside? The conversation weaves in perspectives from investing greats—Peter Lynch, who believed in the power of consumer insight, and Devina Mehra, whose latest book "Money Myths and Mantras" emphasizes global allocation as a must-have strategy. With fresh data on market returns (both in INR and local currency terms), the duo breaks down how different regions have performed—why Europe and China have struggled, and how the US tech boom, largely driven by the Nasdaq, has outshone the rest. But can the US continue to dominate, especially in light of Fed Chairman Powell's recent remarks on tariffs? They also touch upon an important side of global investing: taxation. From the complexities of capital gains to the lesser-known estate tax, and how investment vehicles like UCITS can help navigate these issues. Tune in for a comprehensive, no-fluff guide to international investing—what works, what to watch out for, and how to do it right. 0:00 - 2:10 Introduction 2:11 - 8:27 Why should you invest abroad? 8:28 - 10:53 Economic growth ≠ Shareholder returns 10:54 - 19:35 How to select international investments? 19:36 - 27:31 Regular international investments 27:32 - 32:17 Commodity Diversification 32:18 - 40:50 Managed International Investment Solutions 40:51 - 43:37 Good time to global? 43:38 - 47:17 Domestic vs. International Brokers 47:18 - 50:34 Tax on Foreign Equity 50:35 - 54:17 Tax Collected at Source 54:18 - 56:38 U.S. Estate Taxes 56:39 - 59:50 UCITS -- More about us: https://cm.social/pms Connect with us : https://cm.social/pms-connect Deepak's Twitter: @deepakshenoy Shray's Twitter: @shraychandra Capitalmind Twitter: @capitalmind_in

Why I'd rather pay WA estate taxes over capital gains taxes. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

This Engineer and Surgeon couple have become millionaires just a short time after she completed training. They hit this impressive milestone before she even began practicing. They have a very impressive savings rate and were building wealth while she was in training and he was working as an engineer. They lived off of his income and saved hers while she was in residency. Their next financial goals are to reevaluate their savings plan, automate savings and learn how to spend more. After the interview we will talk about different states estate taxes for Finance 101. Take charge of your financial future with CompHealth, the #1 staffing agency for physicians and healthcare providers. Locum tenens positions pay more on average, and with housing and travel costs covered, your earnings stretch even further. CompHealth also offers full-time positions, telehealth, and medical missions. From credentialing and licensing to contract negotiation and finding the right opportunities, their specialized support makes the job search easier. Whether you want to work locums full-time, part-time or pursue something permanent, CompHealth provides options and resources to help you achieve financial success. Build your career your way with the power of CompHealth.  Learn more: https://www.whitecoatinvestor.com/comphealth The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you! Be a Guest on The Milestones to Millionaire Podcast: https://www.whitecoatinvestor.com/milestones  Main Website: https://www.whitecoatinvestor.com  Student Loan Advice: https://studentloanadvice.com  YouTube: https://www.whitecoatinvestor.com/youtube  Facebook: https://www.facebook.com/thewhitecoatinvestor  Twitter: https://twitter.com/WCInvestor  Instagram: https://www.instagram.com/thewhitecoatinvestor  Subreddit: https://www.reddit.com/r/whitecoatinvestor  Online Courses: https://whitecoatinvestor.teachable.com  Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter 

On this episode, Dr. Preston Cherry breaks down estate planning in a way that makes it clear: everyone needs a plan, not just the rich. He explains key documents like wills, living trusts, powers of attorney, and healthcare directives—tools that protect your assets and ensure your wishes are followed.He also shares strategies to avoid probate, minimize taxes, and keep your family from unnecessary stress. Most importantly, he urges open conversations about estate planning to prevent future conflicts and make sure your legacy is honored.Key Points:• Estate planning is for all• Wills and trusts protect assets• Plan ahead to avoid probate• Update documents, talk openlyWant to learn more? Connect with us below!Stay informed and inspired! Join our FREE wealth & well-being newsletterDo you want confidence & clarity? Check out our award-winning wealth advice servicesGrab Your Copy of Dr. Cherry's book ‘Wealth In The Key of Life'Information on the Life Money Balance Podcast is for educational purposes only, not financial advice. Review our disclosures: https://www.concurrentfp.com/disclosures/

Jim and Chris discuss listener questions relating to Medicare enrollment, Social Security benefits, and estate taxes. (6:00) George asks about Medicare's special enrollment period and the impact of large Roth conversions on IRMAA thresholds after retirement. (18:30) A listener wonders about the impact of the Social Security (Un)Fairness Act on spousal and survivor benefits eligibility. […] The post Medicare Enrollment, Social Security, and Estate Taxes: Q&A #2504 appeared first on The Retirement and IRA Show.

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This week, Todd Lutsky explains what happens to your trust and estate taxes if you move to a different state during retirement. Todd also shares his insight into timing your medicaid clock.

This week, Todd Lutsky explains how to use a trust to reduce estate taxes. Todd also takes calls from listeners about their personal estate planning needs.

In this episode of Beer and Money, Ryan Burklo and estate planning expert Rob Bukacek discuss the critical importance of estate planning, sharing personal experiences that led them to focus on this often-overlooked area of financial planning. They delve into the complexities of probate, the differences between wills and trusts, and the strategic considerations necessary for effective estate planning. The conversation highlights common mistakes individuals make in their estate plans and emphasizes the importance of retitling assets to ensure that estate plans function as intended. Listeners are encouraged to reflect on their own estate planning needs and the implications of not having a solid plan in place. Takeaways Estate planning is crucial for everyone, not just the wealthy. Probate can be a lengthy and costly process. Having a will does not avoid probate. Trusts can provide privacy and avoid court involvement. Strategic planning can protect heirs from potential issues. Many people mistakenly believe they can handle estate planning alone. Retitling assets is essential after creating a trust. Conversations about estate plans should involve family members. Understanding the implications of estate taxes is vital. Regularly reviewing and updating estate plans is necessary.  Chapters 00:00 Introduction to Estate Planning 01:03 Personal Experiences Shaping Estate Planning Focus 06:09 Understanding Probate and Its Implications 10:40 Wills vs. Trusts: Key Differences 14:32 Strategic Estate Planning for Heirs 20:23 Common Mistakes in Estate Planning 30:53 The Importance of Retitling Assets    

Todd Lutsky shares his insight on the current federal estate taxes and exemptions. Todd also takes calls from listeners about their estate planning needs.

Todd Lutsky shares how you can reduce your estate taxes on your assets in retirement accounts. Todd takes questions from listeners about their estate planning needs.

Welcome to episode 72 of the One for the Money podcast. I am so very grateful you have taken the time to listen. Estate and tax planning are critical aspects of better financial planning so your beneficiaries can have a better life. In this episode, I'll discuss the individual states with the highest estate and inheritance taxes. You'll learn why you don't want to die in Oregon or Maryland or a few other states. In this episode...Federal Estate Taxes [1:49]Estate Taxes vs. Inheritance Taxes [3:04]Considering Your State [3:38]Benjamin Franklin famously said “In this world, nothing is certain except death and taxes” and in this episode, my focus is on a combination of the two, namely estate and inheritance taxes which are levied at one's passing. A reminder, your estate is the sum total of all your assets at death. It would include retirement accounts, your home and other real estate, vehicles, jewelry, your classic 23-window van, and other valuable items. For a number of Americans, their estate will be worth millions of dollars. Many wonder if it would be taxed. As a reminder, there are often two categories of taxes you have to consider, namely Federal and State taxes. The good news is that most won't have to worry about Federal estate taxes because the Tax Cuts and Jobs Act which was passed a few years ago, doubled the amount of an estate that won't be taxed. Now only those estates that have a value over $13.61 million for an individual or $27.22 million for a couple will be taxed. Those are 2024 numbers and each year it is adjusted for inflation. It should be noted that starting in 2026, if the TCJA does expire then those numbers will be halved. But even in half, those are pretty large values that an estate would have to exceed for that amount to be subject to tax. Consequently, only a tiny percentage have to factor federal estate taxes into their financial planning, and those that do can pay lawyers and accountants to minimize or eliminate most of the Federal estate taxes. But just because we don't have to worry about Federal taxes, doesn't mean that our estate won't be taxed because our state residence may apply a tax or even two. The two types of taxes are estate taxes and inheritance taxes. Estate taxes are paid by the estate of the person who died before assets are distributed to the heirs of the estate. Inheritance taxes are paid by heirs on the gifts they receive. There are twelve states and the District of Columbia that impose estate taxes and six states impose inheritance taxes. Maryland is the only state to impose both an estate tax and an inheritance tax (spouses are usually exempt from the inheritance tax).Now most states have reduced or eliminated their estate and inheritance taxes over the past decade to dissuade well-off retirees from moving to more tax-friendly jurisdictions. But even if you don't consider yourself particularly wealthy, the value of your home and funds in your retirement savings could exceed the estate tax threshold in some states. With that in mind, if you live in a state that imposes an estate or inheritance tax—and you don't plan to move—you may want to talk to a certified financial planner or tax professional about steps you can take to reduce the size of your estate.Just so you are aware here are the states that tax your estate and those that tax the heirs of your estate.The Estate tax states are Washington, Oregon, Minnesota, Illinois, Vermont, NY, Maine, Mass, Connecticut, RI, Maryland, and DC.The Inheritance tax states are Nebraska, Iowa, Kentucky, Pennsylvania, NJ, and Maryland.As noted previously, the state of Maryland is on...

Who pays estate taxes owed by an estate? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

In Episode 211 of the Dividend Talk podcast, we highlight four European dividend stocks known for their stability and reliable returns, but they are not too often talked about. If you're looking for dependable investments with solid dividends, this episode is might be for you. We kick off with the news of the week in which we discuss OnlyFans because it has paid $630 million in dividends to its owner, Leonid Radvinsky, since the start of last year. After that, we address concerns about estate taxes for Europeans holding US stocks, particularly with brokers like Interactive Brokers (IBRK). Recent dividend hikes are also on our radar. VICI Properties has increased its dividend by 4% to $0.4325 per share, while Brady Corporation has raised its dividend by 2.1% to $0.24 per share. Broadcom announced a 1% hike in its dividend, and Verizon achieved its 18th consecutive dividend increase with a 1.9% rise, resulting in a 6.2% yield. Our main focus is on four European stocks with safe dividends. Mensch und Maschine (MUM.DE) stands out for its strong growth and high safety rating. Carlsberg (CARL-B.CO) is recognized for its clear dividend policy and reliable payouts. Hornbach (HBH.DE) continues to offer consistent dividends, and Evolution AB (EVO.ST) is noted for its stable dividends and strong market presence. Tune in to Episode 211 to explore these safe European dividend stocks and gain valuable insights into enhancing your investment strategy.

Today, attorneys Toby Mathis, Esq., and Eliot Thomas, Esq., answer listener questions with a focus on various strategies for minimizing estate and income taxes. You'll hear about how to use non-profits or irrevocable trusts to avoid estate taxes, structuring an assisted care business with asset protection strategies, and setting up single-member LLCs taxed as S-Corps. For short-term rental tax deductions, it's clarified that a property can't serve both vacation and business purposes. The questions also address investment in qualified opportunity zones or QOZ's, 1099 tax options for truck drivers and other independent contractors, deducting home improvement costs, and alternatives to 1031 exchanges. Submit your tax question to taxtuesday@andersonadvisors.com Highlights/Topics: What is the best way to avoid estate tax? - Setting up a non-profit, or an irrevocable trust. Currently, only estates over $13 million get a federal tax I'm a nurse. I'm interested in starting an assisted care business in my home. Any recommendations to use for taxes or startup strategies? - Focus on asset protection - separate your building vs. operations in an LLC. You'll need good insurance and other protections for anyone coming into your home. My wife has a single-member LLC engineering firm and it's taxed as an SCorp. I plan to open my own business. Would I be able to open my own single-member LLC tax as an S -Corp? My CPA advised me to run my business through hers so that only one 1120S is filed. - Yes to the SCorp and NO to running through your wife's LLC. If you get sued someone can take everything from you. Can I use my vacation home as a short-term rental to tax write-off? So how do we do that? - it's either vacation or it's business, you don't do both, okay? I hear a lot about seven average days, but there is a lot of confusion behind those seven days. - The only reason there's confusion is because people don't know how to read the regs… I've realized capital gains from an installment sale in 2023. I've not received capital gains up to my basis yet. I will have a chunk every year up to the next five years. Can I still invest in a qualified opportunity zone? - QOZ's are ending at the end of 2026 I would like to focus on 1099-related options. I'm a truck driver, and I feel I'm paying very high taxes. - This is broader than just truckers, but don't start a sole proprietorship, try a C or S- Corp to cut down employment taxes. Sold our investment property in 2023, which was previously our residence for 10 years. When we started renting out our property about five years ago, our CPA did not advise us on updating the cost basis because you don't. Right. We have done many upgrades to the house during the 10-year stay. So this year, when we file our taxes and report the sale, we will be using the initial cost basis for the home. My question is, any way to deduct the expenses we had when it was our residence? - See form 315 to capture that missed depreciation. I see different ads from others saying there are options other than a 1031 exchange to defer taxes. Looking for any viable options, please. - We can look for UPREITS, Umbrella, partnership, real estate investment trust, things like that. Being a senior over 70, I really enjoy the videos I watch on YouTube as it's never too late to learn and try to understand real estate investing in taxes. But even if I do pick up some of the things, I still would need experts to do the job for me. What would it cost for Anderson's group to follow my future investments? I want to do this for my daughter who is now in her second year of college. - If you want turn-key investing, come to infinity investing Resources: How to Avoid Taxes When Selling Your Rental Property Infinity Investing Schedule Your FREE Consultation Tax and Asset Protection Events Anderson Advisors Toby Mathis YouTube Toby Mathis TikTok

Navigating estate planning as a surviving spouse can be complex, especially when dealing with the intricacies of an A-B trust. In this episode of “Trustee and Executor Responsibilities: Best Practices and Pitfalls,” Kirsten Howe and associate attorney Jessica Colbert focus on the A-B Trust—an estate planning tool that was once commonly used to minimize estate taxes but is often misunderstood today. They explain what an A-B Trust is, why it's important to address the trust split promptly after a spouse's passing, and the complications that can arise if it's delayed. Whether you're a trustee, executor, or simply looking to better understand how to protect your assets, this episode offers clear, practical advice to guide you through the process. Tune in to learn the essential do's and don'ts for surviving spouses handling an A-B trust.   Time-stamped Show Notes:   0:00 Introduction 1:11 Curious about how an A-B Trust works? Press play here for a straightforward explanation. 1:52 Did you know an A-B Trust might not be the best tool for avoiding estate taxes? 3:14 Ever heard of a “stale trust”? This is what happens when you wait too long to address your trust after a loved one passes. 4:14 If you have an A-B Trust, splitting it when your spouse passes is required—but there is a potential workaround. Learn more here.

Taxes are just one part of estate planning. People are also asked to consider custody arrangements, medical decisions, and legal issues. But it comes as no surprise that people who have worked their whole lives to build an estate are wary of letting taxes and fees eat away at their hard-earned assets.  Further complicating the current environment is the fact that lifetime estate and gift tax exemption thresholds are poised to be cut in half at the stroke of midnight December 31, 2025, leading to a potentially sharp jump in some estates' tax liability. But there's still time to prepare. On this episode of Financial Decoder, Mark interviews Austin Jarvis, director of estate, trust, and high-net-worth tax at the Schwab Center for Financial Research. They discuss why everyone needs a will, various estate planning documents, and what to do if you have a large estate that might owe more taxes later.You can read articles from Austin Jarvis, including “Estate Planning for Low Interest Rates” and “How to Help Your Grandkids Pay for College” on Schwab.com. Follow Financial Decoder for free on Apple Podcasts or wherever you listen.Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit schwab.com/FinancialDecoder. If you enjoy the show, please leave us a rating or review on Apple Podcasts.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.Investing involves risk, including loss of principal.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.Schwab does not provide tax advice. Clients should consult a professional tax advisor for their tax advice needs.Consult with an attorney and tax advisor prior to taking any action based upon this information.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.(0824-LC7F)

Taxes are just one part of estate planning. People are also asked to consider custody arrangements, medical decisions, and legal issues. But it comes as no surprise that people who have worked their whole lives to build an estate are wary of letting taxes and fees eat away at their hard-earned assets.  Further complicating the current environment is the fact that lifetime estate and gift tax exemption thresholds are poised to be cut in half at the stroke of midnight December 31, 2025, leading to a potentially sharp jump in some estates' tax liability. But there's still time to prepare. On this episode of Financial Decoder, Mark interviews Austin Jarvis, director of estate, trust, and high-net-worth tax at the Schwab Center for Financial Research. They discuss why everyone needs a will, various estate planning documents, and what to do if you have a large estate that might owe more taxes later.You can read articles from Austin Jarvis, including “Estate Planning for Low Interest Rates” and “How to Help Your Grandkids Pay for College” on Schwab.com. Follow Financial Decoder for free on Apple Podcasts or wherever you listen.Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit schwab.com/FinancialDecoder. If you enjoy the show, please leave us a rating or review on Apple Podcasts.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.Investing involves risk, including loss of principal.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.Schwab does not provide tax advice. Clients should consult a professional tax advisor for their tax advice needs.Consult with an attorney and tax advisor prior to taking any action based upon this information.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.(0824-LC7F)

In the latest episode of the Imagine That podcast, Greg Weimer, host and CEO, sits down with Gregory Weimer, CFP®, CPA, President and COO, and Randy Holcombe, CFP®, Director of Wealth Planning, to discuss "Estate Taxes: What You Can Control."In the next two years, you're going to hear a lot about estate taxes and estate tax exclusion. Greg, Gregory and Randy discuss the "recipe" for giving to your heirs without overpaying in taxes.Tune in to learn how Estate Tax Planning can help you maximize your life and legacy.

Welcome to another episode of Blind Spots! Today, we're diving into strategies to mitigate estate taxes, often referred to as the "death tax." We'll cover both federal and state-level estate taxes, provide examples, and discuss practical ways to reduce estate taxes to protect your assets. Learn about thresholds, gifting, charitable contributions, and more. Don't miss this informative session to help you plan effectively for the future.

Jul 1, 2024 – Starting in 2026, there's a very good chance estate taxes are going to increase. Today, Jim Puplava and Crystal Colbert discuss two different strategies to lower your estate taxes using an Irrevocable Life Insurance Trust (ILIT)...

In this episode of Elite Expert Insider learn the world of estate planning, trusts, and insurance with the expertise of Kyle Campbell, a seasoned professional from Hoteling Insurance. With an extensive background in aiding families and businesses in navigating the complexities of estate planning and leveraging insurance to foster family unity and financial security, Kyle brings invaluable insights. From personal anecdotes to professional strategies, he sheds light on how to manage family dynamics through wise planning and insurance solutions, ensuring both peace and prosperity for generations. Learn More: https://hotalinginsurance.com/ Learn More: https://eliteonlinepublishing.com/

When we first begin working with a client who is setting up their estate plan and, more specifically, building a trust, the number one question we always get is whether they need a revocable or an irrevocable trust. For us, this is always an interesting and fun conversation because as soon as the client hears the difference, they immediately know which tool they need.  Not to give it all away, but the standard option is the revocable trust; however, there are certain instances in which the irrevocable trust is needed—there is no one-size-fits-all approach to estate planning. So, which trust is right for your specific circumstance? Press play and listen in for more details, and of course, when you meet with your estate planning attorney, they will help ensure you're making the right decision to protect your loved ones and your future.  Time-stamped Show Notes:  0:00 Introduction 0:55 A revocable trust is what we typically do in our practice, which gives you control over everything in your trust, you are in charge.  1:10 An irrevocable trust is used to give everything away; you can't change it.  1:58 Next, Madison discusses in more detail why you would want to use an irrevocable trust and how they are set up.  4:40 If you're worried about being sued, that may be another issue. Your trust isn't generally going to protect you from something like that. Here's what you need to know. 

Welcome back! In our last episode of Absolute Trust Talk, we were joined by expert psychotherapist and certified coach Tess Brigham, MFT, BCC, to discuss the differences between generations and, more specifically, examine the unique dynamics between Baby Boomer parents and Millennial children.  In this episode, we continue our conversation with Tess, focusing on the interactions between Gen X parents and Gen Z children. These two generations are very interesting as Gen Xers were heavily influenced by events like the Persian Gulf War, the women's movement, and high divorce rates. As Tess points out, this generation is a very “figure it out on your own” group. Whereas Gen Zers are true digital natives and have no real concept of life before technology. We hope you will listen in as we talk about how these generations' unique experiences shaped their approach to estate planning. Plus, we share some special insights from real client stories!  Time-stamped Show Notes:  0:00 Introduction 1:19 To kick off the episode, Tess gives us a little background refresher on what types of events and movements had an impact on these two generations.  7:30 One way the younger generations differ from the older ones, in terms of estate planning, is how they consider the possibility of divorce and whether they want to burden their children with responsibility. Listen in to learn more!  10:55 We're likely all familiar with the stereotype that the oldest daughter always gets the responsibility of taking care of her parents, but will this continue with the newer generations?  14:05 At the end of the day, women are biologically and evolutionarily designed to care for family, so perhaps we won't see a change in the oldest-daughter-caretaker stereotype after all. Only time will tell!  15:29 As we wrap up the show, we highlight why it's important to analyze how these heavy conversations play out among generations. 

This doc recently retired after a 40 year career that he loved with a nearly $50 million portfolio. He has been living and preaching the WCI methodology long before WCI existed. He tells us part of his secret to success is to choose where you live wisely and own your own business. He said owning his own surgery center made a massive difference to his happiness and his wealth because he got to control the way the practice was run, how efficient it was, who worked there etc. He is a testament of what can happen if you live below your means and invest wisely. He wants us all to remember to find joy in all stages of life and not just live for retirement. After the interview we will be talking about estate taxes for finance 101. No more wading through dozens of books at the library, scrolling through hundreds of blog posts on dozens of blogs, or checking in daily with online forums trying to gain a financial education the way the hobbyists do. For a fraction of the price of hiring a professional financial planner, the Fire Your Financial Advisor online course will take you from feeling anxious and having no plan to having a written financial plan you can follow the rest of your investing career as a professional and a retiree. This course is the material that should have been taught to you in college, medical school, or residency but never was. Fire Your Financial Advisor also has a version eligible for CME credit. Get your financial life in order today. Go to https://www.whitecoatinvestor.com/courses to sign up. You can do this and The White Coat Investor can help. The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you! Be a Guest on The Milestones to Millionaire Podcast: https://www.whitecoatinvestor.com/milestones  Main Website: https://www.whitecoatinvestor.com  Student Loan Advice: https://studentloanadvice.com  YouTube: https://www.whitecoatinvestor.com/youtube  Facebook: https://www.facebook.com/thewhitecoatinvestor  Twitter: https://twitter.com/WCInvestor  Instagram: https://www.instagram.com/thewhitecoatinvestor  Subreddit: https://www.reddit.com/r/whitecoatinvestor  Online Courses: https://whitecoatinvestor.teachable.com  Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter