Proactive Estate & Tax Planning: A Conversation with Matthew Koch

In part two of our Death and Taxes series, we shift the focus to the living: what steps can you take now to make estate planning smoother for your loved ones? Host Chris Wittich welcomes back Matthew Koch to discuss key strategies like setting up wills and trusts, designating beneficiaries, and properly titling assets to avoid unnecessary headaches. They also dive into the importance of avoiding probate, reducing compliance costs, and ensuring a seamless transition of wealth.

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