Migrate2Wealth Episode 104
Preserve your assets and safely dispose of them when you're gone, as we talk about estate planning in today's episode with Michele Fischbein. Stay tuned to discover the know-how to transfer your wealth to the next generation effectively, continue creating an impact, and ensure security for your family.
Key Takeaways To Listen For
• Reasons to set up your estate plan as soon as possible
• Consequences of not preparing an estate plan
• A comprehensive rundown of the life cycle of a living trust
• One of the most critical steps in creating a living trust
• Top advice on setting up an estate plan with your children as beneficiaries
About Michele Fischbein
Michele is an attorney at Tresp, Day and Associates and Tresp Law, APC. Her specialized practices focus on estate and tax planning for high-net-worth individuals, including wealth transfer planning, business succession planning, philanthropic planning, and asset protection planning. Michele also handles estate and gift tax controversy, probate and trust administration, pension benefit planning, and the formation of business entities and nonprofit corporations. Michele’s background also includes corporate, transactional, and international tax work.
Connect with Michele
• Website: Tresp Law, APC | https://www.tresplaw.com/
• LinkedIn: Michele Fischbein | https://www.linkedin.com/in/michele-fischbein-1868a318/
Connect With Us
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Sponsors
Bangerter Financial Services, Inc
Do you want to retire from land-lording through passive real estate? Look no further than us – we are your go-to experts for 1031 Exchanges and Alternative Tax Strategies.
Call (801) 312-9482 or visit https://1031.bangerterfinancial.com/1031guy to learn more!
Sponsor Disclosure:
Securities offered through Concorde Investment Services, LLC, member FINRA/SIPC. Bangerter Financial is independent of Concorde. This is for informational purposes only, does not constitute individual investment advice, and should not be relied upon as tax or legal advice. Investments in real estate may be speculative, illiquid, and carry a high degree of risk – including the potential loss of the entire investment. Please consult the appropriate professional regarding your individual circumstance.
