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Podcast: Maximizing Outcomes
Episode: Estate Planning Strategies in Uncertain Times with Nick Sasso (Ep. 57)
Description: Are you ready to safeguard your wealth for generations to come? In volatile times, understanding advanced estate planning has never been more essential.
In this episode of Maximizing Outcomes, Jim McGovern is joined by Nick Sasso, estate planning attorney at Porter Wright Morris & Arthur LLP, to dive into the complexities of estate tax exemptions and strategic planning using trusts.
With current laws set to change, don’t leave your assets exposed. Nick shares insights on the risks of relying solely on today’s high estate tax exemptions and how sophisticated trusts can provide flexibility and contr...