You Don't Want To Hear This Episode...About Estate Mistakes
You don't want to watch this episode. No one does. But if you're a planner, you probably need to. Depending on the situation, the government can take a 40% bite of what you have just to transfer it from you to your loved ones. Did you know naming every one of your kids as a mutual trustee can actually create a problem for them? What if the mark you wanted to leave on the world isn't left the way you intended? Sonoma Wealth Managing Principal Daren Blonski, CFP®, shares real experiences from countless estate plans, covering federal and state death taxes, how California's Prop 19 can force…
The skinny
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