On this episode, Jared chats with Melanie Mitchell-Epp.
Melanie asked to join the podcast in an effort to promote an estate planning seminar that Jared is co-hosting on Oct 18th at the Innisfail Golf Club at 7pm. She felt it was important to share her personal story with respect to a couple of estates she has recently been involved with to help listeners better prepare for when they experience a similar situation in their lives.
Some of the topics discussed in the episode:
🎙️ Melanie’s experience with her grandma and father’s estates over the past couple of years.
🎙️ Family relationships – how these can be strained after a loved one passes away.
🎙️ Importance of a will – how a will streamlines the estate process exponentially.
🎙️ Personal representative (PR) & POA – how selecting the right individual for these positions is crucial.
🎙️ Investment opportunities – how a proper estate plan enables your PR to capitalize on opportunities.
🎙️ Tax liabilities – how an understanding of your final tax bill will benefit your beneficiaries.
🎙️ Tax planning – how tax mitigation needs be completed well in advance of your passing.
If listeners want to touch base with Melanie, you can find her through the following links:
Melanie Mitchell-Epp
Your Limits Lifted
587-801-2255
[email protected]
https://www.yourlimitslifted.com/
#podcast #TaxTalkPodcast #SmallBusiness #reddeer #alberta #insurance #investments #taxplanning #cpa #accounting #tax #lifeinsurance #estateplanning #family #will #POA #personalrep #taxplanning #tax
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Music: English Breakfast, Jobii from Epidemic Sound
https://www.epidemicsound.com/track/7emX18vZqh/
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