Episode #241: How the Wealthy Use Leverage to Pay for Estate Taxes


 

Living in America, we have all heard it is best to pay in cash when handling large transactions or capital purchases. Leverage and debt are the enemy and paying interest is a sin. However, the wealthy know this is not always the truth…

In this episode of Money Script Monday, Kevin analyzes 5 estate tax scenarios and how it could be more beneficial to use other people’s money to reduce out-of-pocket costs.

Resources Provided for This Episode


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Advisory Services offered through LifePro Asset Management, LLC, a SEC registered investment advisor. The information presented here is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials.

About Kevin Nuber

Kevin Nuber is the Vice President of Field Support at LifePro. He coaches hundreds of financial professionals on how to build effective financial strategies that achieve their clients' long term goals and helps them stay educated on the latest industry trends.

Disclaimer

This information is meant for educational purposes only.



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