How do you transfer property when someone passes? Does the Estate’s value matter, and if so, how do you go about establishing the total value of someone’s Estate?

Learn about the important details on this week’s Bottled Business Sense Show.

Bottled Business Sense Show

Bill Bernard – WFBLegalConsulting.com
bill@wfblegalconsulting.com
949.698.6222

Rick Moscoso – Captivate365.com
rick@captivate365.com
949.667.1182

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.



While larger estates may have higher attendant costs attached as a direct consequence of various levels of planning that are implemented incrementally, the same is not necessarily true for the average family. Rather, the average family is generally hoping to avoid probate and secure the care of their loved ones once they are gone. Learn why this distinction may be important to you and your family on our next show.

 

Bottled Business Sense Show

Bill Bernard – WFBLegalConsulting.com
bill@wfblegalconsulting.com
949.698.6222

Rick Moscoso – Captivate365.com
rick@captivate365.com
949.667.1182

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.


Most people put “buy more life insurance” on the very bottom of the “things that excite me” list. But if you’ve realized that life insurance is often the most cost effective answer to several very important problems, you have probably also heard talk of an irrevocable life insurance trust. If you’re the owner of a policy and the insured person under the policy, the proceeds will be part of your taxable estate. An ILIT (pronounced EYE-let) is viewed by some as a time-tested and IRS approved way to avoid this scenario and protect those proceeds from the estate tax.

Join us this Tuesday to learn more on the Bottled Business Sense Show.

Bill Bernard – WFBLegalConsulting.com
bill@wfblegalconsulting.com
949.698.6222

Rick Moscoso – Captivate365.com
rick@captivate365.com
949.667.1182

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.