• Accessible Finance Episode 45: Retirement Part 7 - Estate Planning Part B

  • Aug 1 2024
  • Length: 24 mins
  • Podcast

Accessible Finance Episode 45: Retirement Part 7 - Estate Planning Part B

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  • Summary

  • This week we share our thoughts on how estate planning is incorporated with your retirement picture.

    If you would like us to discuss your specific scenario without providing financial advice, feel free to write to us at podcast@equilibriumfp.com. We will anonymize your personal information. Thanks!


    How do my estate goals impact my retirement plan?

    Without writing a dissertation, gifting to future generations at high levels of net worth almost certainly includes annual gift exclusions (18k in 2024) and makes Roth conversions more appealing, whereas, charitable intentions allow for more aggressive current tax avoidance. Additionally, what considerations should you have when looking for other professionals like estate attorneys, and what complexities arise with POAs (Power of Attorney) and more?
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