Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)
Michael Garry & Madison DeMora
62 episodes
1 week ago
Send us a text In this episode of Not Just Numbers, Mike and Madison break down a costly estate planning mistake that led one family to pay $1.5 million in unnecessary taxes. Using a recent Wall Street Journal case as an example, they explain how filing errors and missed portability elections can erase major tax benefits for heirs. Tune in to learn how to avoid these common estate tax pitfalls, why filing even when no taxes are due matters, and how proper planning can protect your family’s we...
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Send us a text In this episode of Not Just Numbers, Mike and Madison break down a costly estate planning mistake that led one family to pay $1.5 million in unnecessary taxes. Using a recent Wall Street Journal case as an example, they explain how filing errors and missed portability elections can erase major tax benefits for heirs. Tune in to learn how to avoid these common estate tax pitfalls, why filing even when no taxes are due matters, and how proper planning can protect your family’s we...
Ep. 62 The Hidden Cost of Estate Planning Errors Then Joined by Shellee Howard from College Ready
Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)
43 minutes
1 week ago
Ep. 62 The Hidden Cost of Estate Planning Errors Then Joined by Shellee Howard from College Ready
Send us a text In this episode of Not Just Numbers, Mike and Madison break down a costly estate planning mistake that led one family to pay $1.5 million in unnecessary taxes. Using a recent Wall Street Journal case as an example, they explain how filing errors and missed portability elections can erase major tax benefits for heirs. Tune in to learn how to avoid these common estate tax pitfalls, why filing even when no taxes are due matters, and how proper planning can protect your family’s we...
Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)
Send us a text In this episode of Not Just Numbers, Mike and Madison break down a costly estate planning mistake that led one family to pay $1.5 million in unnecessary taxes. Using a recent Wall Street Journal case as an example, they explain how filing errors and missed portability elections can erase major tax benefits for heirs. Tune in to learn how to avoid these common estate tax pitfalls, why filing even when no taxes are due matters, and how proper planning can protect your family’s we...
