Taxes, Life Insurance & Legal Documents

We always like to use this show to share some of the conversations we’re having with clients and the topics that are being discussed in our office. Today we have three important ones that have popped up multiple times recently and that’s life insurance, tax planning, and legal documents.

 

Here’s some of what we discuss in this episode:

• What opportunities you might have with a life insurance policy in retirement.
• Ways that you can reduce taxes and keep from paying more than you need to.  
• Always being aware of the different buckets of risk is extremely important.
• Which legal documents do you need to have and what should you be reviewing?

 

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