73. 10 Concerns On The Minds of Our Clients — Part 2
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Who is going to take care of you into your old age? Do you have your estate planning dealings worked out?
In the first part of this two-parter miniseries, John and Michael introduced us to 10 concerns on the minds of their clients. In this episode, they continue the conversation focusing on long-term care planning, estate planning, taxes, and communication between generations.
John and Michael discuss:
- Ways to address long-term care
- How to ensure your estate planning is correct
- Tax code changes to consider
- Communication between generations in your family
- And more!
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