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The Platinum Era of Estate Planning - #024

Join Stephanie Alper-Lisi, and Robert Stuchiner as they explore the platinum era of estate planning. On today’s show, we talk with Robert about why this is the platinum era of estate planning, why might estate tax laws disappear, how a blue wave in November would guarantee no “clawback”, and why you and your attorney should be talking about spousal lifetime access trusts. Learn more about how to connect with Synergy Life Brokerage, and what types of opportunities come from the Secure Act at www.SBKG.com.


Show Notes:

00:00 Who is Synergy Life Brokerage

00:41 Why is this the platinum era of estate planning?

02:57 Why might estate tax laws disappear?

06:11 If Democrats win the house or presidency could there be a clawback?

06:31 Why you and your attorney should be talking about spousal lifetime access trusts

07:41 Ways advisors can connect with Synergy Life Brokerage for additional information


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