5 Tax-Smart Wealth Transfer Strategies - High Net Worth Retirement / Estate Planning

Thanks Dave. Another great video.

Excellent video. I already knew everything you covered, but you did a great job explaining it all and it helped to reaffirm my knowledge on the subject. That being said, my knowledge of annuities (I have two) is from the 60,000 feet level, so I look forward to the more deep-dive detailed videos on the specific types of annuities as I am actually considering setting up annuities for my children to inherit. I'm sure this is something you will cover eventually. Great work!