An estate plan can play an important part in your overall wealth plan and can make a large impact on your spouse and children. Taking a few steps can help ensure that your estate doesn’t end up in probate and your family isn’t left with a headache. On today’s episode, Mike MacKelvie is joined by special guest Drew McDowell, attorney and senior wealth advisor at Mariner Wealth Advisors. Join them as they talk through 5 costly estate planning errors that celebrities, like Prince, Whitney Houston and James Gandolfini, made in their own estate plan. And learn what you can do to help make sure you’re not making these same mistakes.
As you prepare to file 2023 taxes and proactively plan for 2024, our tax guide can be a helpful resource. Should you consider tax-loss harvesting to offset realized gains? The tax guide can help you answer this question and others as you prep to meet with your wealth team. The guide also includes 2023 tax filing reminders and 2024 tax facts, such as capital gains tax rates. To learn more, download our tax guide.
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