Why the IRS Shouldn’t Be Your Biggest Heir

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FIN-LYT by EWA®

EWA LLC

125 episodes

1 day ago

A catalyst into financial literacy for all listeners. EWA is a Wealth Management firm serving physicians, retirees, business owners & corporate leaders. EWA provides holistic financial planning, wealth management, retirement planning, asset protection & guidance in complex financial decisions. Our top priority is to help clients balance competing goals & ensure their only non-renewable resource is protected: TIME. Join us as we unpack the most important topics, make the complex simple & share how sound financial planning helps you live life by design. Connect with EWA https://ewa-llc.com/

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Why the IRS Shouldn’t Be Your Biggest Heir

FIN-LYT by EWA®

22 minutes 27 seconds

1 month ago

Why the IRS Shouldn’t Be Your Biggest Heir

In this episode of EWA’s FIN LYT Podcast, Jamison and Ben explore why the IRS shouldn’t be your biggest heir. They break down how estate taxes and state inheritance taxes work, why liquidity issues with real estate and businesses create problems, and what families can do to protect wealth across generations.

From trusts that act like a prenup, to lifetime gifting strategies, Roth conversions, and the smart use of life insurance or charitable planning, this conversation highlights practical ways to reduce taxes, safeguard assets, and ensure your legacy benefits your loved ones and not the IRS.

Join us each week as we share insights to help you align your wealth with the life you want to live.

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