In Episode 215 of Money Matters USA, Fred Saide discusses the evolution of estate planning, emphasizing its shift from merely addressing estate taxes to focusing on financial strategy and Legacy planning. He highlights common mistakes people make, such as procrastination and outdated beneficiary designations, and explains the importance of trusts and comprehensive planning. The conversation also covers the implications of taxes in estate planning and the necessity of preparing for incapacity and healthcare decisions.
Reach Fred at 800-593-8188.
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Dr. Saide is a frequent speaker and published newspaper columnist on subjects including Social Security, IRA, 401k’s, retirement plans, strategic (income) tax planning, estate planning with retirement assets. He is a successful podcaster MoneyMattersUSA® with Fred Saide and previously hosted a weekly radio program. His expertise has been well sought after, as he has been published in USA Today and Gannett Media. He has authored several e-books and “white apers” on financial and retirement topics. Additionally, he has been interviewed by many financial publications, TV and cable, and has ghost written for multiple financial websites.
After graduating from Duke University, where Dr. Saide earned his Ph.D., MA, MBA, and his BA from Adelphi University, he went on to earn certificates for studies at Purdue University, The American College of Financial Services, MIT Age Labs, Penn_Wharton.
