Episode 1

The Bundle

Published on: 23rd October, 2020

An coordinated financial / estate plan can lead to unintended consequences included disinheriting your children.

  1. If your designated beneficiary on your largest financial asset (401(k)/IRA), is not correct, you risk disinheriting your child(ren).
  2. If you are with one of those 1-800 financial firms, you are just a number to them and they are not licensed to give you tax advice.
  3. Why go through probate when you don't have to? Will you have ancillary probate?
  4. Have you ever really done tax planning?

Check it out - THE BUNDLE

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About the Podcast

Professional Edge
Investment Tax Legal Strategies from a Tax Attorney, CFP®, CPA
Candid Tax, Legal, Financial Strategies from a uniquely qualified professional: SEAN G. TODD, Esq., M. Tax, CPA, CFP®. Want more $$ - You have to make better decisions. Information alone will not change anything, you have to implement the strategies by taking action. Where do you begin - by listening to The Professional Edge.

About your host

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SEAN TODD

Tax Attorney CPA CFP® - Host of the Professional Edge weekly radio show and adjunct tax professor The University of Georgia. Principal at Estate Management Counselors, LLC with offices in Atlanta and Columbus, GA where our clients benefit from fee based professional portfolio management, implementing estate planning solutions, asset protection planning and income tax saving strategies. A unique combination of professional credentials allow our clients to be the real winners.