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Estate Planning - Long Course
Episode 3527th September 2023 • Money Mile • Justin Waller
00:00:00 00:12:29

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Here at Money Mile, we help active, time-crunched people increase their confidence in their finances while increasing their fitness. We focus on educating runners and triathletes who are looking forward to an engaged, phased financial independence and who are ultimately interested in leaving a meaningful legacy.

Today, we’ll focus on the legacy aspect of financial planning. We have discussed estate planning already at the sprint distance and Olympic levels, but as with triathlon, the way you prepare for each race is different depending on your course. Come join me in learning about estate planning at the long course level. 

You will want to hear this episode if you are interested in...

  • Estate taxes explained [2:02]
  • Strategies for avoiding estate taxes [4:22]
  • Using a forgivable loan [7:35]
  • The costs of estate planning [10:14]
  • Your homework [11:21]

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