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In this special 40-minute episode, of Financial Detox® Jason Labrum and Co-hosts Alex Klingensmith team up with Brian Raftery, a partner in Dentons' Trusts, Estates and Wealth Preservation practice and currently serves as co-leader of the US Region. Together, they tackle the ins and outs of estate planning with precision and expertise. Join the trio as they delve into the essential aspects of estate planning, uncovering common pitfalls and emphasizing the proactive approach needed for success. Brian sheds light on the importance of a revocable living trust and asset transfer strategies, providing listeners with invaluable insights. The discussion extends to the intricate realm of estate taxes, examining potential legislative changes and their implications for estate planning strategies. With a focus on California's unique landscape, they explore complex topics such as estate tax exemptions, foundational documents, and advanced techniques like spousal lifetime access trusts (SLATs). Additionally, the episode delves into sophisticated strategies like utilizing LLCs and discounting to optimize estate planning outcomes.

In this special 40-minute episode, of Financial Detox® Jason Labrum and Co-hosts Alex Klingensmith team up with Brian Raftery, a partner in Dentons' Trusts, Estates and Wealth Preservation practice and currently serves as co-leader of the US Region. Together, they tackle the ins and outs of estate planning with precision and expertise. Join the trio as they delve into the essential aspects of estate planning, uncovering common pitfalls and emphasizing the proactive approach needed for success. Brian sheds light on the importance of a revocable living trust and asset transfer strategies, providing listeners with invaluable insights. The discussion extends to the intricate realm of estate taxes, examining potential legislative changes and their implications for estate planning strategies. With a focus on California's unique landscape, they explore complex topics such as estate tax exemptions, foundational documents, and advanced techniques like spousal lifetime access trusts (SLATs). Additionally, the episode delves into sophisticated strategies like utilizing LLCs and discounting to optimize estate planning outcomes.

In this special 40-minute episode, of Financial Detox® Jason Labrum and Co-hosts Alex Klingensmith team up with Brian Raftery, a partner in Dentons' Trusts, Estates and Wealth Preservation practice and currently serves as co-leader of the US Region. Together, they tackle the ins and outs of estate planning with precision and expertise. Join the trio as they delve into the essential aspects of estate planning, uncovering common pitfalls and emphasizing the proactive approach needed for success. Brian sheds light on the importance of a revocable living trust and asset transfer strategies, providing listeners with invaluable insights. The discussion extends to the intricate realm of estate taxes, examining potential legislative changes and their implications for estate planning strategies. With a focus on California's unique landscape, they explore complex topics such as estate tax exemptions, foundational documents, and advanced techniques like spousal lifetime access trusts (SLATs). Additionally, the episode delves into sophisticated strategies like utilizing LLCs and discounting to optimize estate planning outcomes.

In this special 40-minute episode, of Financial Detox® Jason Labrum and Co-hosts Alex Klingensmith team up with Brian Raftery, a partner in Dentons' Trusts, Estates and Wealth Preservation practice and currently serves as co-leader of the US Region. Together, they tackle the ins and outs of estate planning with precision and expertise. Join the trio as they delve into the essential aspects of estate planning, uncovering common pitfalls and emphasizing the proactive approach needed for success. Brian sheds light on the importance of a revocable living trust and asset transfer strategies, providing listeners with invaluable insights. The discussion extends to the intricate realm of estate taxes, examining potential legislative changes and their implications for estate planning strategies. With a focus on California's unique landscape, they explore complex topics such as estate tax exemptions, foundational documents, and advanced techniques like spousal lifetime access trusts (SLATs). Additionally, the episode delves into sophisticated strategies like utilizing LLCs and discounting to optimize estate planning outcomes.

In this special 40-minute episode, of Financial Detox® Jason Labrum and Co-hosts Alex Klingensmith team up with Brian Raftery, a partner in Dentons' Trusts, Estates and Wealth Preservation practice and currently serves as co-leader of the US Region. Together, they tackle the ins and outs of estate planning with precision and expertise. Join the trio as they delve into the essential aspects of estate planning, uncovering common pitfalls and emphasizing the proactive approach needed for success. Brian sheds light on the importance of a revocable living trust and asset transfer strategies, providing listeners with invaluable insights. The discussion extends to the intricate realm of estate taxes, examining potential legislative changes and their implications for estate planning strategies. With a focus on California's unique landscape, they explore complex topics such as estate tax exemptions, foundational documents, and advanced techniques like spousal lifetime access trusts (SLATs). Additionally, the episode delves into sophisticated strategies like utilizing LLCs and discounting to optimize estate planning outcomes.

In this special 40-minute episode, of Financial Detox® Jason Labrum and Co-hosts Alex Klingensmith team up with Brian Raftery, a partner in Dentons' Trusts, Estates and Wealth Preservation practice and currently serves as co-leader of the US Region. Together, they tackle the ins and outs of estate planning with precision and expertise. Join the trio as they delve into the essential aspects of estate planning, uncovering common pitfalls and emphasizing the proactive approach needed for success. Brian sheds light on the importance of a revocable living trust and asset transfer strategies, providing listeners with invaluable insights. The discussion extends to the intricate realm of estate taxes, examining potential legislative changes and their implications for estate planning strategies. With a focus on California's unique landscape, they explore complex topics such as estate tax exemptions, foundational documents, and advanced techniques like spousal lifetime access trusts (SLATs). Additionally, the episode delves into sophisticated strategies like utilizing LLCs and discounting to optimize estate planning outcomes.

In this special 40-minute episode, of Financial Detox® Jason Labrum and Co-hosts Alex Klingensmith team up with Brian Raftery, a partner in Dentons' Trusts, Estates and Wealth Preservation practice and currently serves as co-leader of the US Region. Together, they tackle the ins and outs of estate planning with precision and expertise. Join the trio as they delve into the essential aspects of estate planning, uncovering common pitfalls and emphasizing the proactive approach needed for success. Brian sheds light on the importance of a revocable living trust and asset transfer strategies, providing listeners with invaluable insights. The discussion extends to the intricate realm of estate taxes, examining potential legislative changes and their implications for estate planning strategies. With a focus on California's unique landscape, they explore complex topics such as estate tax exemptions, foundational documents, and advanced techniques like spousal lifetime access trusts (SLATs). Additionally, the episode delves into sophisticated strategies like utilizing LLCs and discounting to optimize estate planning outcomes.

In this special 40-minute episode, of Financial Detox® Jason Labrum and Co-hosts Alex Klingensmith team up with Brian Raftery, a partner in Dentons' Trusts, Estates and Wealth Preservation practice and currently serves as co-leader of the US Region. Together, they tackle the ins and outs of estate planning with precision and expertise. Join the trio as they delve into the essential aspects of estate planning, uncovering common pitfalls and emphasizing the proactive approach needed for success. Brian sheds light on the importance of a revocable living trust and asset transfer strategies, providing listeners with invaluable insights. The discussion extends to the intricate realm of estate taxes, examining potential legislative changes and their implications for estate planning strategies. With a focus on California's unique landscape, they explore complex topics such as estate tax exemptions, foundational documents, and advanced techniques like spousal lifetime access trusts (SLATs). Additionally, the episode delves into sophisticated strategies like utilizing LLCs and discounting to optimize estate planning outcomes.

In this episode of Financial Detox® Jason Labrum joins Co-hosts Alex Klingensmith to discuss common mistakes that investors make. They emphasize the importance of asset allocation and diversification, as well as the need to avoid recency bias. They also highlight the potential risks of moving all investments to money markets and the importance of having clear expectations for different asset classes.

In this episode of Financial Detox® Jason Labrum joins Co-hosts Alex Klingensmith to discuss the upcoming presidential election and its potential impact on the markets. They emphasize the importance of focusing on long-term goals and not getting caught up in the noise and volatility of election cycles.