A Common Estate Planning Mistake & How to Avoid It [Video]

Join CPA/Attorney James Lange for a comprehensive retirement and estate planning strategy educational webinar series for professors and university faculty on December 10th. Secure your spot at https://PayTaxesLater.com/2024Workshops.

The 3 complimentary virtual workshops will run from 10:00am to 5pm EST.

Register today and join us for 1, 2, or all 3.

In this video –

Most of our clients and readers have or will accumulate way more money than they will ever spend during their own lifetimes. Even if they invest well and get their wills and trusts right, when they die, their family will have to pay a large tax. Further, other than relatively small gifts, their children won’t benefit from the family wealth until later in life―well after receiving such large gifts could have had the most positive, even transformative, impact on their lives.

But, as Jim discusses in this video excerpt from our recent in-person workshops, for many families, modifying this plan could dramatically increase the total value your children will receive from your financial legacy and minimize the number of your hard-earned dollars that end up in the hands of the IRS.

Check out this short video to learn more about some of our favorite ‘lifetime gifting’ strategies.

Want to learn more about lifetime gifting and other tax-minimization strategies including Roth IRA conversions, and backdoor Roths? Attend our December 5th University Webinar Series, where Jim will dive into those crucial retirement and estate planning topics and many more.

We’ve included details about each session in the invitation which can be found at https://faculty-advisor.com/webinars, but all the information and strategies we will cover were pulled directly from Jim’s recently published book Retire Secure for Professors and TIAA Participants which has already garnered significant acclaim, including best-seller recognition in various Amazon book and Kindle categories, as well as 67 five-star reviews from readers.

Registration:
Secure your spot at https://PayTaxesLater.com/2024Workshops.

Don’t miss the opportunity to equip yourself with critical knowledge and strategies you can use to secure your family’s financial future!

Interested in an Initial Consultation to develop your Financial Masterplan? To see if you qualify for a free Initial Consultation and to request yours, visit https://paytaxeslater.com/nextsteps.

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Investment advisory services offered by Lange Financial Group, LLC. Investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. Visit our website https://paytaxeslater.com for more information on our investment advisory services. Please see https://paytaxeslater.com/privacy for additional disclosures.

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