Do Your Heirs Have a Tax Problem?

ATLANTA – Ever wondered how to shield your hard-earned legacy from the grip of tax burdens that potentially await your heirs? That’s what Mark and Evan Fricks will unpack in this episode of Retirement Roadmap. We’ll touch on strategies that may help your heirs navigate their inheritance with financial savvy and share stories that illustrate the potentially dire consequences of poor legacy planning. With the likelihood of looming changes to estate tax exemptions on the horizon, let’s chart a course together that will may help you steer clear of the pitfalls that could endanger your financial legacy.