Seth Greene
662: Avoiding Probate and Estate Taxes, Alain Roman, Alain Roman Law
Seth Greene
•8-2-2021
DESCRIPTION
662: Avoiding Probate and Estate Taxes, Alain Roman, Alain Roman Law
Avoiding Probate and Estate Taxes
Alain Roman, Alain Roman Law
– The Sharkpreneur podcast with Seth Greene Episode 662 Alain Roman
Attorney Alain E. Roman, Esq. practices primarily in the areas of estate planning, probate, and guardianship with a focus on tax issues. Attorney Roman helps individuals prepare estate plans that focus on asset protection, incapacity planning, and reduction of the estate tax. He graduated 2nd in his class at St. Thomas School of Law and has a Master’s in Taxation from New York University. Attorney Roman is the Managing Partner of The Law Office of Alain Roman, PLLC located in Doral, Florida. Attorney Roman is also a Director in the Florida Bar Tax Section Education Committee.
Listen to this illuminating Sharkpreneur episode with Alain Roman about avoiding probate and estate taxes.
Here are some of the beneficial topics covered on this week’s show:
● How high net worth clients want to reduce the amount of estate taxes they pay.
● Why the right estate planning will save you money with your taxes.
● How one of the ways to avoid probate is to create a trust.
● How the easiest way to avoid probate is to add a beneficiary to your accounts.
● Why you should create a revocable trust to take things out of your name.
Connect with Alain:
Guest Contact Info
Twitter
@AlainRomanLaw
Instagram
@alainromanlaw
Facebook
facebook.com/alainromanlaw
Links Mentioned:
alainromanlaw.com
In Queue
UP NEXT
How To Grow Your Own Cult
12-29-2020
830: Marketing Lessons Learned from Horses , Justin Long, Springhill Equine Veterinary Clinic
8-22-2022
719: Protecting Your Business , Paul Ferreira, The Lexwerx Law Firm
11-2-2021
Growing your RIA Referrals in 2024 | Link Below | Free Training
2-9-2024