Lesson 9 of Personal Finance 101 covers essential estate planning strategies, including creating a will, setting up trusts, avoiding probate, and minimizing taxes. Learn how to protect your assets, manage your legacy, and ensure your estate plan reflects your current life circumstances.
Tag: Estate planning
Investing 101: Investment Accounts and Tax Strategies (#5)
Maximize wealth with the right investment accounts and tax strategies. Learn about tax-advantaged accounts, Roth conversions, tax-loss harvesting, estate planning, and tax-efficient withdrawals to reduce your tax liabilities and grow your wealth