Monday, February 16, 2015

Why the biggest villain in estate planning is procrastination - Estate Planning Update

The death of estate planning is greatly exaggerated. While the federal exemption may be very high, most individual states have much lower exemptions. But there remains significant tax advantaged transfer tactics of wealth that can be leveraged under either exemption. But according to Mike, the IRS isn't the villain of estate erosion, it's procrastination. Steve and Mike's discussion gives you an introduction to the current estate planning environment.

Syndicated financial columnist and talk show host Steve Savant interviews author, speaker and frequent media guest Mike Kilbourn, CLU, ChFC, CCIM, AEP, MSFS. This is episode 1 of 5 in the series, Estate Planning Update for 2015. Mike's book Disinherit the IRS is a staple in estate planning circles and is in it's second edition. Mike is also the founder and chairman of the Wealth Protection Network®, a national network of estate planning professionals that work in concert to create and manage comprehensive estate plans.

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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