Latest / Winning at Life with Gregory Ricks
The Weekly Wrap: 11.14.20
Gregory shares his experience getting back surgery, and how you need a financial cushion in case medical issues come up that aren't covered by your insurance. For emergency situations, it's good to have a financial go-bag, with some money set aside and a collection of your important financial documents.
Wes Blanchard, the Estate Planning Attorney, breaks down the Biden proposals that could change the rules of the game around your estate plan. The Estate Tax threshold could very well be lowered, and Wes has some ideas how you can arrange your assets to limit that hit.
Over a billion dollars…
The skinny
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