Estate planning can feel like navigating a labyrinth of complex legalities and tax codes. On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by guest Shawn Shelton, partner at Moore Ingram Johnson & Steel to explain Charitable Remainder Trusts (CRTs), as a strategic tool for those with estates valued over the $25 million federal estate tax exclusion.
Podcast Episodes Referenced:
- Ep 120: Finding the Right Estate Planning Attorney for You
- Ep 116: Are you striving to leave a purposeful legacy?
Youtube Videos Referenced:
- What is the role of a trustee?
- Prevent Family Conflict with Legacy Planning
Other Links:
- Learn more about Shawn Shelton: https://www.mijs.com/
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!
Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening!